SmartSettle AI

The intelligence layer for global post-trade operations

Proactive settlement exception management and agentic AI resolution on a single real-time operational network, predicting settlement risk and coordinating investment managers, brokers, and custodians together before failures occur.

44,960 Settlement fails resolvedOn SmartSettle AI

Every participant, one layer, zero swivel chair

The AI settlement exception management tool built for the entire ecosystem. From detection to resolution.

Enabling every middle and back office with the tools to identify and manage settlement risk on T+0.

From a client

“SmartSettle AI has been a valuable partner in helping us modernize our post-trade operations. The platform gives our team greater visibility into settlement exceptions, helps identify and resolve issues earlier, and reduces the manual effort required throughout the process.”

Joe Trentacosta, CEO, Windstream
Agentic resolution

The Resolution Roundtable

The AI orchestration layer coordinating settlement resolution between agents so you don't have to.

See The Resolution Roundtable
Countdown to T+1 in Europe
d h m s

T+1 in Europe is almost here. See how SmartSettle AI is preparing firms today.

Shorter windows leave no room for inbox chasing. SmartSettle AI coordinates resolution across your counterparties in real time, so exceptions clear before the window closes.

From our Blog
All perspectives
New · Last week

SmartSettle AI appoints Robert Tjia as Chief AI Architect

Robert joins from Amazon Web Services to lead the company's agentic AI.

Robert Tjia
Robert TjiaChief AI Architect, SmartSettle AI
“

Agentic AI is central to where SmartSettle AI is going, making Robert's appointment a tremendous step for the company.

Read the announcement
In the market
All events
Onboarding

No-code deployment, fast provider onboarding, and live value outcomes in weeks, not months.

A structured, high-touch process built for fast time to value. We connect to the first provider, validate quickly, and project return on investment as early as possible while your team stays focused on operations.

See the full process
01

Connect

API-first integration with the infrastructure you already run.

02

Harmonize

Normalize fragmented data across counterparties and systems.

03

Validate

Reconcile live signals against your operation before go-live.

04

Go live

Production-ready in weeks, with ongoing partnership.

The people

We ran the settlement desks for years. Now we predict the fails we used to chase.

David Lancer Cynthia Meyn Ken Dummitt Ben Macdonald George Chrisafis
Meet the team

Trusted partnerships

The next generation of post-trade operations starts here

Replace fragmented workflows with coordinated operational intelligence powered by AI orchestration.