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Legal Agreement Management

AI-driven, agreement agnostic, fully digital legal agreement negotiation and amendment workflow tool.

Intelligent, frictionless agreement management to dramatically improve negotiation turnaround times

Saphyre utilizes patented AI and automated workflow capabilities to help streamline legal agreement negotiations and amendments across all your clients / counterparties. With the click of a button, amend or clone terms across multiple counterparties and multiple funds. With Saphyre, dramatically improve agreement turnaround times, get ready-to-trade more quickly, and efficiently manage the lifecycle of each legal agreement.

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Product Details

Pre-populated Fund & Entity Data

Save time and expedite agreement creation by leveraging ‘remembered’ entity and fund data

In-context Redlining & Commenting

Collaborate and redline agreements within the context of the request with embedded word processing functionality. Share private comments with internal teams and public comments with external teams

Version Control

Securely collaborate on a ‘Golden Copy’ of each Legal Agreement

Electronic Signatures

Add signatories, set an order to complete, sign agreements via DocuSign (or download for wet signature) and track completion with both internal and external parties

Clone Terms & Amend in Bulk

Make updates across multiple counterparties for multiple funds

Seamlessly Integrated with Fund Onboarding

Add new accounts to existing digital master agreements when a new account is opened via Saphyre1

Pre-fill Adherence Documents in Bulk

Leverage pre-filled templates for protocols and elections to easily adhere to regulations across counterparties

Manage Regulatory Protocols

View and accept protocols sent by your counterparties

All Saphyre solutions are built on our patented, AI-powered platform which includes:

  • Data Normalization
  • Automated Data Enrichment
  • Cloud Document Management
  • Strict Permissioning
  • In-Context Messaging
  • Standard & Custom Questionnaires
  • Automated Task Lists
  • Maker/Checker Verification
  • Comprehensive Audit Log
  • Reporting, Metrics, & Analytics

Problem Space

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Versioning issues

issues between counterparties cause delayed turnaround times during negotiations

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Constant reconciliation

due to difficulty managing validity by entity or when changes to terms have been made

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Issues cause trade delays

resulting in the inability to trade or settle in a timely manner

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Difficult to manage

a library of standard terms and agreed upon deviations

Key Benefits

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Save time

Reduce document reconciliation between trading partners and other bottlenecks created from legacy systems and manual processes. Dramatically improve document turnaround between parties

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Reduce errors

Ensure everyone has the latest changes/version of agreements

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Easily adhere to protocols

All relevant protocols and elections included

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Full status visibility

Know exactly when legal agreements are complete and each fund is ready to trade

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Efficient issue resolution

Issues that occur are revealed in real-time via the Ready-to-Trade dashboard, allowing action to be taken quickly