Saphyre’s patented AI that remembers the relationship, as well as manages, all data and documents between your firm and your counterparties/clients
Fund Onboarding & Maintenance Workflow
Managing new fund/product onboardings & maintenance events with buy-side client as well as synchronizing activities between Credit, Legal, Tax, & Op teams
Tracking missing/received documents and broker go-live status of funds/products.
KYC/KYD workflow tool
Automated KYC document requests and questionnaires
(for your clients; brokers/custodians with their buy-side clients or asset owners, etc.)
Learn More about our KYC tools
Automated KYC Refreshes
(for previously provided documents and answers previously provided on KYC questionnaires)
Automate Data & Document Collection - KYC Refresh
Automate all data and document collection, especially for KYC Renewal cycles, using exclusive patented AI technology that only Saphyre can provide!
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, etc.
Learn More about our Legal tools
Reduce risk with
automated Daily NAV termination event alerts
(across all agreement types)
Broker notifications & waiver workflow
Customized firm- based questionnaires built specifically for your workflows & teams
(based on rules for when they are triggered)
Learn More about our custom questionnaies
Auto-generate tasks assigned to one or more teams within your firm or to your counterparty/client
(triggered by rules such as the domicile of the fund, the fund type, entity type, markets/ products onboarded, etc.)
Learn More about our custom automation
Eliminates separate sell-side databases and shortening 5+ hours of manual labor by sell-side firms.
Learn More about our SSI tools
Enable messaging notifications with you and your clients, auto-authenticate logins, and enable specific apps for teams
Learn More about our integrations