Created for investment managers, outsourcers (asset servicing and securities servicing firms) and custodians, SureVu is intuitive, easy-to-use software designed to automate and improve existing settlement infrastructures, bringing scalability in the face of an ever-increasing regulatory environment.

Manage with confidence – mitigate settlement risk that comes with a trail of communications via email, phone or even fax messages. Our exception management hub provides settlement tracking and failed trade management for ALL your security trades.

Control your view of trade positions – not those perceived by third parties – SureVu enables users to manage ALL pending trades not just failed ones. By better managing pending trades clients have seen up to a 25% improvement in settlement rates, which is absolutely essential to meet stricter settlement processing times as part of T+1 settlement date change.

Avoid unnecessary cash penalties – the added controls of an automated pre-settlement process, with partial settlement management facilities means the chances of a trade failing in the first instance are greatly reduced.

Stay informed – receiving intraday custodian status notifications via real-time SWIFT messages. Operations Managers have full oversight of any issues within the settlement chain, identifying potential daily penalties instantly.

Governance and controls – reduce risk, costs, and inefficiencies of all trading parties to ensure compliance with the latest CSDR regulations associated with the Settlement Discipline Regime.
Failed trade management, partial settlement management and penalty fee reporting in one solution.

Know the cost – penalty fees are reported daily and netted monthly by custodians. As users are kept fully appraised of trade status through the full trade lifecycle there are very few reasons why most trades cannot be matched before settlement date to avoid the costly penalties introduced by SDR.

…all essential factors when firms consider the move to T+1 settlement.