SMARTER Documentation for Capital Markets
SmartDX provides critical capabilities to help enterprises simplify trade and relationship documentation for all stakeholders – across asset classes and product types. Relied upon by some of the largest financial, energy, and commodity institutions in the world, SmartDX removes the common inefficiencies around crucial document negotiation and trade documentation.
How SmartDX Benefits Enterprises
Explore the Benefits of a Simplified and Trusted Trade Documentation Solution
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.
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.
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.
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.Watch Now
Explore Key SmartDX Capabilities
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.
Build smart templates without the need for coding. Enable business user ownership that includes design, regression testing, and release processes.
Produce digitalized documents for drafting and negotiating. Data points within drafts are extractable as machine-readable XML streams for downstream processing.
Out of the box pre-configured templates, such as ISLA documentation.
Benefit and learn from best practices from industry design partners including a dealer and buyside community.
Deploy document generation capabilities using pure cloud multi-tenant SaaS or as a hybrid-cloud solution to lower TCO and meet your unique business and IT requirements.
Take the paperwork out of derivatives trading
Read more about the capabilities of SmartDX – the leading trade documentation solution for Capital Markets.Download Data Sheet
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
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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