No-code deployment, fast provider onboarding, and live value outcomes in weeks, not months.
A structured, high-touch process designed for fast time to value. SmartSettle AI connects to the first provider, validates quickly, and projects return on investment as early as possible while your team stays focused.
not months
Live in weeks, not months, from intake to go-live.
A dedicated client team is assigned from day one and stays engaged after launch.
Custodian and broker outreach is handled by SmartSettle AI, not your team.
Five clear steps to production
Intake
We establish a clear foundation and define success upfront.
- Requirements, scope, and objectives documented
- Key stakeholders and contacts aligned
- Dedicated client team assigned
Authorization
Secure access and relationships, fully configured.
- User roles and permissions established
- Custodian and prime broker relationships mapped
- All required authorizations tracked to completion
Connect
All data pipelines established and validated.
- Custodian and broker outreach managed by SmartSettle AI
- Trade and position feeds configured end-to-end
- Data integrity verified across all connection points
Review
System output validated against real-world expectations.
- Exception and fail reporting aligned to your workflows
- Final adjustments completed prior to go-live
- Data outputs reviewed and approved
Go-live & ongoing support
Production-ready, with continued partnership.
- System fully live and monitored
- Ongoing support for new accounts, brokers, and enhancements
- Dedicated team remains engaged post-launch
Timeline is driven by scope and counterparty responsiveness, and actively managed by SmartSettle AI to accelerate delivery.
See how quickly your operation could be live.
A structured path from your first source to production, with no IT lift on your side.