The industry-standard solution for entity data exchange

Counterparty Manager is the industry standard solution for counterparties to manage the onboarding workflow by sharing client, tax, regulatory, constitutional documents and data to support account onboarding, KYC, credit, tax and legal review.

The exchange of counterparty information and trading agreements is critical to opening a trading relationship in a timely fashion. The extensive and varying documentation requirements to meet regulatory obligations can be complex and time consuming to manage. Manual processes and silo datasets may lead to an increased risk of incomplete or erroneous data, which can cause delays in trade settlement.

Our Counterparty Manager suite of solutions and services helps you to:

  • Automate and customize the end-to-end onboarding process for brokers, custodians, corporates, fund admins, managers and service providers with built-in workflow
  • Access an extensive network of trading counterparties and validated documentation
  • Quickly and effectively exchange thousands of bilateral agreements
  • Address regulatory requirements including ASIC, Dodd-Frank, EMIR, FATCA, MiFID II, HK SFC Electronic Trading Rules and uncleared margin requirements
  • Digitize data and documentation for in-depth analysis with a complete audit trail
  • Manage and amend trading documentation
  • Automatically digitize Tax data and validate critical information to ensure consistent reporting to tax authorities and avoid cash payments being unnecessarily withheld upon
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Key Benefits

Process Automation

Automate and customize the end-to-end onboarding process for brokers, custodians, corporates, fund admins, managers and service providers with built-in workflow.

Counterparty Network

Access an extensive network of trading counterparties and validated documentation.

Agreement Exchange

Quickly and effectively exchange thousands of bilateral agreements.

Regulatory Compliance

Address regulatory requirements including ASIC, Dodd-Frank, EMIR, FATCA, MiFID II, HK SFC Electronic Trading Rules and uncleared margin requirements.

Audit Trail

Digitize data and documentation for in-depth analysis with a complete audit trail.

Document Management

Digitize, analyze, leverage, and share the intelligence hidden in your tax, formation, AML, regulatory, and legal documents.

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Comprehensive Services

Our services bring greater transparency to financial markets, helping you reduce risk and create opportunity.

News and Thought Leadership

Research & Analysis

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We're proud of our recent awards!

  • Best Corporate Actions Data Initiative, 2023
  • Best Overall Sell-Side Technology Provider, 2023
  • Most Innovative Regulatory Solution (Climate Risk & Transaction Reporting), 2023
  • Best Overall Data Product or Service, 2023

And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.

If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ

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