The Resolution Roundtable
One shared layer where every party, and their AI agents, work together to resolve failing trades before they turn into costly fails.
A shared utility for resolving fails
SmartSettle AI sits in the middle as a neutral utility. It applies an intelligent root cause to every failing trade, then coordinates the people and AI agents who resolve them. Enabling the whole ecosystem to work together against time and risk.
What each participant gets
One shared framework, with a clear payoff for every side of the trade.
Trap fails before the cutoff
Real-time, aggregated, de-duplicated visibility into failing trades with intelligent root causes, the swivel chair removed.
Faster settlement, automatically
AI-rationalized, harmonized broker codes and agentic AI that works your side of the trade so it settles as fast as possible.
Resolve across every account
Agents interface with the orchestration layer to clear fails across all your investment-manager accounts, with far less email.
Help clients crush fails upstream
Practical, automated workflows to engage the other side of every issue away from email and inbox archaeology.
Interoperate on a shared protocol
Agents work alongside humans, taking semi-free paths within defined goalposts to bridge securities, agree PSET, reinstruct, and verify settlement.
Keep every account in step
Harmonized broker codes and one shared resolution layer align fails across every underlying account, with far less manual reconciliation.
Purpose-built for Europe's move to T+1
Europe means more venues, more depositories, and more currencies, so a shorter cycle multiplies PSET/PSAF mismatches. The Resolution Roundtable resolves them in real time, before they become fails.
This is where the Resolution Roundtable earns its place. Instead of each party chasing status alone, the shared layer surfaces a break the moment it forms and routes it to whoever can fix it, with AI agents bridging securities, agreeing a PSET, reinstructing, and verifying settlement at T+0 speed.
Earlier detection
Predictive risk scoring flags at-risk trades on trade date, not after the cutoff is missed.
Faster affirmation
Allocation and affirmation breaks are harmonized across OMS, CTM, and custodians in real time.
Compressed coordination
The right counterparty is engaged immediately, collapsing hours of email and portal hopping.
Fewer fails & penalties
Resolving inside the shorter window directly reduces buy-ins, claims leakage, and CSDR-style penalties.
See the Roundtable coordinate your settlement workflows
Watch fails route to whoever can fix them, resolved in real time across every seat.