DocsStream – OTC
Post Trade Automation

An elegant technological solution to automating, streamlining and bringing agility to the world of OTC trade processing.


Lack of automation of OTC trade processing.

The workflows of OTC confirmations are often broken, inefficient and increasingly manual, requiring resources and time to process.

Inefficient and fragmented workflows.

Manual processes, broken workflows and various platforms, create chaos, less effective work and inefficient collaboration between various teams.

Highly manual processes
prone to human error

More automation, means less manual processing, less human error, lower costs and more accuracy.

Ineffective and broken communication

Lack of automation and single platform, creates substantial risks for communication between teams and internal and external counterparties.

Increased operational risks
and costs

Less manual work and more automated processes contribute to increased operational compliance and reduces risks and costs of errors.

Multiple systems

Different systems, broken communications and no single system of truth, contribute to human errors, difficulty of maintaining several systems, inefficiencies between teams and increased costs of oversight.

Our Solutions

Seamless Confirmations Review

DocsStream automatically reviews otc
confirmations and approves if no problems are

Integrated workflows & STP processing

Smart workflows that allows frictionless communication between trading, legal, ops and external teams. Say no to costly manual processes & to never ending email trails.

Template Designer

Design your own templates or simply upload templates you have, and system will auto match against assigned confirms.

AI powered platform

DocsStream technology understands any text, contract or confirmation regardless of form or phrasing and can compare against your company’s policy or legal templates.

Reconciliation capabilities

Automatic tick back of paper confirmations against all trading systems and highlighting breaks. Our APIs are configured to support plugins to industry common systems such as Front Arena, Murex, Calypso

Statistics & Reporting

Real time dashboards, periodic reporting capabilities, exception monitoring and configurable stats reports.

TT International
Capula Investment Management
Deka Bank
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