All Saphyre solutions are powered by our patented , AI-powered platform, built on a revolutionary shared system of record for client reference data

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Saphyre Platform

The Saphyre platform includes a suite of universal features designed to enhance efficiency and streamline operations across all workflows. 

Real-Time Insights

Easily view, filter, and track progress of all open requests in one place (internal, external, & drafts).

Increased transparency prevents delays created by uncertainty around who is responsible for completing the next task. Start trading quicker, speeding time to revenue.

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Standard Saphyre Features for Maximum Workflow Efficiency

Industry Standard & Custom Questionnaires

Rules-based insertion of questionnaires into a workflow, either industry standard or built specifically for your firm’s needs.

Customize exactly what needs to be answered within each workflow and easily update requirements as new regulations are implemented.

Saphyre Platform
In-Context Messaging

Real-time, in-context communication across internal and external teams with the ability to easily export for internal compliance monitoring/auditing.

Reduce up to 75% of emails, respond to queries quicker because all the information you need is immediately available for reference, and avoid electronic communication compliance fines.

Data Verification via Maker/Checker

Customizable rules for multi-level verification of data and documents.

Ensure data accuracy and prevent fraud.

In-Context Task Management

Digitize internal checklists via custom, rules-based tasks or full task lists that can be automatically added (or created ad hoc as needed) and assigned.

Stay organized and manage processes across internal or external teams.

Saphyre Platform Overview
Comprehensive Audit Log

All activity is logged in real-time with a timestamp and record of who entered data or made a change.

Allows for real-time compliance auditing and allows for anyone to come into a request and see what has occurred and when.

Saphyre Platform Verification Graphics
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Ready to see these best-in-class features live?

Patented Data Mapping & Automated Enrichment

Establish trading/lending relationships for secure exchange of data and documents.

Guarantee information is only shared with specific counterparties.

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A Single ‘Golden Source’ of Data & Documents

At its core, Saphyre is a shared repository of client and account reference data populated by our network of top-tier financial institutions. With Saphyre you can ensure everyone, across internal and external teams, is always looking at the latest version of all data and documents.

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Golden Source of Data
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Innovative Technology

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Security
  • Single Sign-On
  • Multi-Factor Authentication
  • IP Whitelisting
  • Data Encryption
  • Full Action Log
  • Compliance Integrations
  • Soc2 Type II Compliant
  • 3rd Party Penetration Testing
Integrations & APIs
  • Microsoft Teams- Notifications, messaging, log-in auto-authentication, and access to key features
  • GLEIF- Real-time Legal Entity details
  • DocuSign- eSignature functionality
  • FXall & 360T- Direct access to account workflows, statuses, and details
Saphyre is interoperable with all 3rd party/internal tools including low-code, no-code workflow tools