SmartStream announces new TLM Reconciliations Premium deployment with SEI
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
SmartStream Technologies, the financial Transaction Lifecycle Management specialist, today announced the enhanced collaboration with SEI (NASDAQ: SEIC), the global provider of asset management, in which both companies will build and deploy a reconciliations utility that enables SEI to serve its wealth management clients with cash, transactions and securities positions from a single reconciliation platform. This utility will be based on the latest version of SmartStream’s TLM Reconciliations Premium™ solution.
Through the adoption of this solution, SEI is well placed for its anticipated growth and now has the ability to take advantage of the new business-specific derivatives and net asset value modules coming to market. Further benefits include the adoption of the exception management layer that provides improved service to its clients through the automation of exception handling, providing time critical break resolution. This will result in improved client service, visibility of risk and operational savings. In addition to the TLM Reconciliations Premium solution, SEI will also deploy the new SmartStream TLM SmartRecs™ solution that will operate seamlessly with TLM Reconciliations Premium, providing record setting onboarding of new reconciliations data, supporting the utility model. TLM SmartRecs enables business users to map and construct the reconciliations directly in line with their clients’ requirements.
"SEI is looking forward to achieving significant quality and efficiency gains through the deployment of TLM Reconciliations Premium,” said Ria Walsh, Executive Vice President, SEI Private Trust Company. “Additionally, we look forward to leveraging the TLM SmartRecs solution with a goal of broadening our current use of the solution for financial reconciliation, and using it in innovative ways to positively impact our business."
"We value our longstanding partnership with SEI and are very happy to have played a role in their continued growth. Additionally, with this new migration from TLM Reconciliations™ to the new TLM Reconciliations Premium we will be able to continue delivering even faster, more accurate results further aiding their expansion.” said Philippe Chambadal, CEO, SmartStream. “This relationship typifies the type of synergistic relationship we strive for in every long-term deployment; working together to develop the exact solution our customers need."