SmartDX™ Trade Documentation Software for Capital Markets

Create, negotiate, and manage trade and relationship documents with greater speed and control.

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SMARTER Documentation for Capital Markets

SmartDX helps capital markets teams generate documents from approved templates, collaborate on negotiations, and capture agreed terms as machine-readable data for downstream processes. It supports documentation such as ISDA Master Agreements, Credit Support Annexes, Master Confirmation Agreements, and trade confirmations.

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How SmartDX Benefits Enterprises

Explore the Benefits of a Simplified and Trusted Trade Documentation Solution

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Control and transparency

Client documentation can be created from pre-approved templates ensuring brand consistency and a consistent client experience. Access to executed terms and finalized negotiations are easily available ensuring full oversight and transparency.

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Improved automation

The SmartDX solution reduces manual capture of the same data terms across multiple teams and unlocks golden source data in machine-readable format. This is critical to ensuring consistency in downstream systems, aiding in reconciliation, and eliminating duplicate manual processes.

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Lower cost of ownership

Significantly reduce the costs of trade document processing by increasing automation and reducing – or even eliminating – the need for staff to manually update drafts, to email or fax documents to counterparties, and to re-key data into different systems and formats.

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Speed to market

SmartDX empowers organizations to move with speed, in an ever-changing environment. As a 100% cloud-based solution, companies have the ability to harness improved velocity, straight-through processing, and scalability without sacrificing security and compliance standards.

See SmartDX in Action

Watch how SmartDX transforms traditionally manual and inefficient trade documentation processes, speeds collaboration and negotiation, and modernizes the practices of capital markets.

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Explore Key SmartDX Capabilities

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Document generation, workflow, and negotiation

Build and manage your own templates using your own custom Clause Library. Produce industry-standard documents using industry-adopted and custom-industry Standard Clause Library variants. Automate workflow processes based on documents negotiated online.

Best in class template and clause management solution
Data-driven documents and data extraction
Industry standard template libraries
Industry working groups
Deployment flexibility to lower costs
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DATA SHEET

Take the paperwork out of derivatives trading

Read more about the capabilities of SmartDX – the leading trade documentation solution for Capital Markets.

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SmartDX is a game-changer…..the documentation, the collaboration, the negotiation, and most importantly, the storage of the digital data within those documents to be used downstream by consumers.

– Stuart McClymont, Delta Capita
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The Many Ways to Harness the Power of SmartDX

Some of the most regulated enterprises in the world rely upon the trusted and proven SmartDX trade documentation solution for their mission-critical use cases including:

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Master Confirmation Agreements
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ISDA Master Agreements
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Credit Support Annexes
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Trade Confirmations

SmartDX Resources

Explore solution briefs, customer case studies, whitepapers, and more to support your evaluation and planning.