A key requirement in the Dodd-Frank Act is the reconciliation of OTC derivatives. In response, SmartStream delivers pre-built reconciliations solutions and workflow management which manages the trade and its process legs across the entire lifecycle.

SmartStream’s collateral management supports the evolving requirements arising from Dodd-Frank. All firms can benefit from its portfolio management, reconciliation, dispute workflow, reporting, limit and threshold monitoring, as well as its ability to classify counterparties and product types in order to manage the margining of cleared and bilateral transactions.