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SettleSmart for Capital Markets

Simplify complex trade settlement exception management

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SettleSmart is Pega's solution to managing trade settlement exceptions. Our solution initiates a mandatory buy-in cycle if the trade doesn't settle within a given timeline. And helps you avoid settlement penalties - with our prediction and machine learning models that detect settlement fails early.

Help investment and brokerage firms effectively manage the exceptions and failures lifecycle - today.

Key Features

  • View our rich dashboard and analytics that provide settlement managers with a real-time view of what's going on - even during limited time constraints from T+2 settlement cycles and T+7 mandatory buy-in
  • Manage exceptions in a single platform
  • Get a view of parties involved in trade settlement, as well as duplicate processing and actions
  • Fulfill SOX compliance for in/out messages
  • Get a CSDR view for penalty calculations after T+2 days



Partner Name

Cognizant Technology Solutions


  • Industry: Financial Services
  • Pega Version compatibility: 8.1, 8.2, 8.3, 8.4, 8.5, 8.6

Offering Type

Packaged Service Offering

Published On

February 23, 2023

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