Founded in 2000, SmartStream has expanded and evolved from a dedicated focus on reconciliations to become a leading provider of software solutions that bring automation and control to post-trade operations. The company has grown rapidly, introducing new solutions and winning multiple industry accolades.

2019

  • Launch SmartStream Air, instant reconciliations using artificial intelligence and machine learning 
  • Introduced new artificial intelligence modules for managed services, cash and liquidity and digital payments
  • Launch Security Reference Data Service (SFTR) service, a cloud-based security reference data service to simplify and enable firms to meet the European Union’s SFTR requirements 
  • Certified AWS Technology Partner 

2018 

  • Deutsche Bank moves reconciliation operation to SmartStream’s Centre of Excellence 
  • Launch of TLM Aurora, the first modules deliver control for the processing of digital payments and investigations for SWIFT GPI and RTGS 
  • SmartStream steps ahead with next generation artificial intelligence for back-office processing, and announces the SmartStream Innovation Lab 
  • The SmartStream RDU and leading APAs launch systematic internaliser registry, for MiFID II / MiFIR regulatory framework 

2017 

  • Opening of SmartStream’s managed service office in Jaipur to serve a tier 1 bank 
  • Launch of Reconcile-Trade, a collaboration with RegTek.Solutions to offer independent, turnkey reconciliation solutions for global regulatory reporting 
  • Launch of SmartStream’s latest version of TLM Reconciliations Premium for user independence and operational flexibility 
  • The SmartStream RDU announced a new fully integrated reference data service for MiFID II
  • Release of Corona Retail Payments Control, a reconciliations and exceptions management product, supporting a wide-range of retail payments  

2016 

  • Multiple client signings for Corona Cash & Liquidity Management 
  • Industry Veteran Peter Moss Named CEO of The SmartStream Reference Data Utility 
  • SmartStream launches TLM SmartRecs OnDemand through its new Innovations Lab 
  • Nikko Asset Management selects SmartStream's TLM OnDemand for reconciliations 
  • For the second consecutive year secures a company record for the number of awards and industry accreditations

2015 

  • Goldman Sachs, JPMorgan Chase, Morgan Stanley join with SmartStream to create Reference Data Utility (RDU) 
  • Data vendors sign-up to provide data to The SmartStream Reference Data Utility (RDU) 
  • Acquires Algorithmics collateral assets from IBM to launch TLM Collateral Management 
  • SmartStream reduce front office risk by introducing real-time cash management solution 
  • Launches Centre of Excellence (CoE) and is adopted by over 20 financial institutions globally 
  • Secures a company record for the number of awards and industry accreditations 

2014 

  • U.S. Securities and Exchange Commission awards contract to SmartStream for TLM Reconciliations Premium 
  • Acquires fees & expense management software from Credit Suisse 
  • Issues strategy paper on intraday liquidity and its implications on financial institutions 
  • Launches single platform for proactive exceptions management 
  • Recognised as one of the fastest growing firms in the Fintech 100 

2013 

  • First to launch single reconciliations solution for all back office operations 
  • Launches TLM Accounts Receivable to enable banks to provide intelligent payments for their corporate clients 
  • Banks deliver reconciliations in minutes with the launch of TLM SmartRecs 
  • SmartStream named a Top Technology Provider by American Banker, Bank Technology News and IDC Financial Insights 
  • Collaboration with Accenture on the launch of APTP - a new industry standard for post-trade processing 

2012

  • SWIFT partners with SmartStream to evolve its Accord Matching Service
  • SmartStream first to Provide T+0 Liquidity Management Solution
  • Awarded multiple SWIFTReady labels including TLM Corporate Actions
  • Waters awarded SmartStream 'Best Buy-Side Reconciliation Platform' for the third year
  • Wins Banking Technology 'Best Corporate Actions Automation Product or Service' for the second year

2011

  • SmartStream wins 3 significant industry awards for innovation in Corporate Actions
  • TLM Reconciliations-Premium launched for ETD processing and secures first client
  • Launch TLM Corporate Actions Event Management OnDemand
  • Launch TLM Transaction Fees Invoice Management solution
  • Announce new Account Reconciliation solution and partners with Genpact
  • Wins Asian Banker 'Technology Implementation of the Year' for TLM Trade Process Management at Colonial First State

2010

  • Wins significant industry awards for innovation in Corporate Actions, Reconciliations and Exception Management
  • Card processing solution launched
  • DClear launches new Data Dictionary service
  • TLM Reconciliations for Exchange Trades Derivatives launched
  • SmartStream climbs 10 places in the American Banker’s 'FinTech 100' after sustained growth
  • TLM OnDemand reaches more than 150 live clients

2009

  • SmartStream launch TLM OnDemand (SaaS Reconciliations)
  • Wins The Asian Banker's 'IT Implementation of the Year' for RBS project
  • DClear Utilities launched for Back Office, Brokerage and Reference Data
  • Becomes first vendor to have a solution available on industry SWIFT network
  • TLM Reconciliations Premium launched and first deal signed
  • New TLM Corporate Actions solution launched

2008

  • First client signs to TLM Cash Management
  • TLM Treasury Confirmations launches with UK Tier 1 bank
  • Global expansion continues with new office in Dubai
  • Standard Chartered creates global reconciliation platform with TLM
  • Indian Development Centre expands to enhance breadth of TLM solutions

2007

  • TLM Trade Process Management launched
  • TLM Cash Management launched at Sibos industry conference
  • Santander creates the first reconciliation 'shared service centre' with TLM
  • DIFC acquires SmartStream from TA Associates

2006

  • TLM Control launched
  • TA Associates acquires SmartStream

2003

  • Acquires Connextive and ESI, providing additional BPM tools and basis for TLM Corporate Actions solution

2000

  • Acquires Management Data