Smart Collateral

Next-Gen Collateral Management

Smart Collateral automates complex collateral processes across asset classes, boosting efficiency, reducing risk, and cutting cost. From OTC and repo to cleared and SBL trades, it brings unmatched control and visibility across workflows, helping you stay regulatory compliant, scalable, and fast.

Trusted by industry leaders

aviva_logo
bny_logo
citi_logo
deutsche_bank_logo
edf_logo
goldman_sachs_logo
santander_logo
hsbc_logo
ing_logo
jefferies_logo
jp_morgan_logo
wells_fargo_logo
vanguard_logo
ubs_logo
standard_chartered_logo
societe_generale_logo
Customer Logo Carousel - Prudential Logo
natwest_logo
nasdaq_logo
mufg_logo
morgan_stanley_logo
millennium__logo
lloyds_bank_logo
01

Annual Upgrade Cycle for High-Volume Collateral Operations

A Tier 1 international bank managing exceptionally high transaction volumes and complex, highly bespoke collateral requirements has adopted an annual upgrade cycle for Smart Collateral.
View Full Use Case

02

Cloud Migration for Scalable Collateral Management

A leading Japanese megabank with global operations, primarily focused on the Japanese market, migrated Smart Collateral to the cloud by adopting Smartstream’s On-Demand deployment model.
View Full Use Case

Introducing
Our AI-driven data intelligence platform -
data is turned into a strategic asset
Eligibility & Risk

Model and manage eligibility and concentration with powerful, user-friendly rule builders or APIs. Get granular control and improve risk decisions across agreements.

Modern UI & APIs

Modern UI built by our award-winning UX team, backed by Postgres and public APIs. Supports fast workflows and connects seamlessly across your architecture.

Automation

Exception-based processing enables STP rates of up to 90% across all events - margin calls, interest, and substitutions - freeing teams from manual tasks.

Any Margin, Any Counterparty, One Platform

Tier 1 Banks
Tier 2 Banks
Custodians & Service Providers
Buy-Side Firms

Use Case

Manage high volumes of OTC and cleared derivatives, repo, and SBL trades across global teams. Consolidate operations, balance workloads, and automate at scale.

Use Case

Deploy on-premise with quick go-live, fast upgrades, and intuitive UI. Built-in reports support UMR, CSDR and SFTR without heavy overhead.

Use Case

Offer white-labelled collateral services to clients. One instance, with fully segregated client data, and client branding makes it ideal for client servicing.

Use Case

A turnkey SaaS model with no up-front infrastructure costs. Segregated client data, BCP support, auditing, archiving, SLA reporting and production services built-in.

Smart Collateral
vs Legacy Systems

Feature
Legacy Systems
Smart Collateral
01Collateral OptimisationManual, siloedRule-based ladders, algorithmic simulations, API plug-ins, and forecasting
02Fail ManagementExternal, delayedReal-time status from settle/fail APIs and integrated reconciliations
03Deployment OptionsLimitedCloud-native SaaS or secure on-premise
04Upgrade SupportComplex and slowFast process, QA service, backwards-compatible APIs, low-touch rollouts
05Inventory ManagementDisconnectedCentralised tracking of internal and external collateral
06SIMM Calculations EngineExpensive to maintainSupports SIMM Calculations

Finance
the smart
way

You might also be
interested in these

Speak
to Us

FAQs

Meet us at TSAM London 2026, 13–14 April at the Business Design Centre