Counterparty Manager: Onboarding Accelerator
A customizable, end-to-end onboarding solution
New account onboarding is one of the most pressing challenges for the financial services industry. A lack of industry standardization, transparency and controls, manual communication and changing requirements across institutions leads to an average of 40+ days to onboard a new account and deploy capital.
Counterparty Manager: Onboarding Accelerator is an automated and customizable end-to-end onboarding solution for brokers, custodians, corporates, fund admins, managers and service providers. Built within Counterparty Manager, the industry-standard platform for entity data exchange, it integrates entity data, document collection, KYC and tax profile validation, regulatory protocols and self-declarations, legal and credit agreements and operational set-up into a seamless solution.
Accelerating T+1 Readiness
IDTCC and S&P Global Market Intelligence have partnered to deliver an industry-leading solution to prepare organizations for T+1 onboarding operations.
Watch the video, where Valentino Wotton, General Manager of Institutional Trade Processing, DTCC, interviews Oliver Maxwell, Executive Director, S&P Global Market Intelligence, and Janet Coughlan, Director Alert Product Management, DTCC, to explore the partnership, unpack its anticipated benefits for clients and evaluate the industry's overall readiness for T+1.
Onboarding Accelerator is built on the Counterparty Manager Community
Revolutionize Your Onboarding
Deploy Capital Faster
Improve the Client Experience
Decrease Cost
Provide Transparency
Standardize and Automate
Establish Controls and Audit Trails
Be More Ecofriendly
Minimize Operational Risk
Reduce Manual Communication
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