Features for

FOR ASSET OWNERS

PRE-TRADE FEATURES

Saphyre Attom Light 1

Saphyre’s patented AI that remembers the relationship, as well as manages, all data and documents between your firm and your counterparties/clients

Custody
Account Opening & Maintenance Workflow

Manages new account opening
& maintenance events with custodians/prime-brokers and synchronizes activities between Markets, Legal, Tax, & Op teams

Onboarding
Investment Managers & Sub-Advisors Workflow

Managing fund delegations to Investment Managers/Sub-Advisors with traceability to their Brokers

Reporting

Tracking missing/received documents, go-live status of markets, market-based document status, and settlement instructions.

ADD-ONS

KYC

KYC/KYD workflow tool

Automated KYC document requests and questionnaires

(for your clients, investors, asset owners, etc.)

Learn More about our KYC tools

KYC

Automated KYC Refreshes
Document prompts

(for previously provided documents and answers previously provided on KYC questionnaires)

Automate Data & Document Collection - KYC Refresh

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Automate all data and document collection, especially for KYC Renewal cycles, using exclusive patented AI technology that only Saphyre can provide!

Legal

Legal amendment
and negotiation workflow tool

(for buy-sides negotiating/tracking custodians setting up custody agreements or tri-party CCAs, brokers establishing ISDAs/GRMAs/ etc. with their buy-side clients, and more)

Learn More about our Legal tools

Legal

Reduce risk with
automated Daily NAV termination event alerts

(across all agreement types)

Broker notifications & waiver workflow

Fund Accounting

Provide workflow with pre-filled data for fund accounting onboarding, including document requests

Learn More about our fund accounting tool

Symphony/Teams Ready to Trade

Enable messaging notifications with you and your clients, auto-authenticate logins, and enable specific apps for teams

(Ready-To-Trade)

Learn More about our integrations

Investment Manager Transitions

Move accounts, and all associated data and documents, from one incumbant investment manager to another.

Learn More about our transition tools

COMING SOON

Custody
Transitions

Move accounts, and all associated data and documents, from one incumbant custodian to another.

This will include any respective asset transfers

Custody Asset Transfers

Full or partial transfer of assets from one custodian account to another

LEARN MORE BY CONTACTING US AT [email protected]