Industry report

Waterstechnology: SmartStream Technologies Product Roadmap


It is no secret that, from a business and technology perspective, the rate of change across the capital markets and the pressure it continues to exert on buy- and sell-side firms that need to respond is showing no signs of slowing down. In fact, many would argue that, if anything, it is accelerating. This is due to a variety of drivers—chief among which are the introduction of increasingly complex and costly regulations, the emergence of new technologies and services specifically developed to address those challenges, and the adoption of new strategies and methodologies by capital markets firms and the third-party vendor community serving them to satisfactorily manage their day-to-day operations. Responding to those drivers – and in doing so introducing increased levels of transparency and scalability across the business, while automating manually intensive business processes so staff members can be redeployed across the business in higher-value roles—is no trivial task. However, regulatory scrutiny and investors’ expectations can only be ignored for so long.

The effectiveness of capital markets firms’ business and technology strategies going forward are contingent on a number of factors, including the complexity of their incumbent business operations and the technology stacks supporting them, the competence and experience of their internal IT resources and their respective budgets, their propensity to take on often complex and laborious technology projects, and the quality of their existing relationships with their third-party technology partners. Needless to say, even for the most accomplished technology teams, successfully addressing all of the above requirements against a backdrop of doing more with less and managing their fixed operating costs is a pretty tall order.

This special report from WatersTechnology focuses on seven of SmartStream Technologies’ key products and services; and outlines the current industry problems they are helping to solve. It also highlights recent functional enhancements folded into each of these offerings and those that are planned for the foreseeable future:

  • SmartStream Air
  • TLM Aurora
  • The SmartStream Reference Data Utility (RDU)
  • TLM Fees and Expense Management
  • TLM Collateral Management
  • TLM Reconciliations Premium
  • SmartStream Managed Services