Seam

Treasury Management Software

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This middleware solution seamlessly integrates and synchronizes disparate financial systems within family offices, automating data reconciliation across custodians, portfolio platforms, and general ledgers. Its key features include AI-powered automatic matching of positions, recognition of trade versus settlement dates, intelligent classification of discrepancies, and automated resolution of timing differences, thereby reducing manual effort, minimizing errors, and providing a single, accurate source of truth. It addresses critical challenges faced by wealth management teams and family offices by eliminating data silos, streamlining reconciliation processes, and enhancing operational efficiency for professionals managing complex, multi-system financial environments.

Seam can be found in Treasury Management Software categories.

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Seam Main Features

• AI Matching
  Seam uses artificial intelligence to match data across systems, understand timing issues, and classify errors.
• Classifies Errors
  Errors are sorted by type, severity, and likely cause to help your team fix them faster.
• Single View of Data
  All your data from different systems is shown in one easy-to-see view, so you understand everything clearly.
• Automatic Reconciliation
  Seam automatically compares data from different sources to find and fix differences.
• Focus on Important Tasks
  Your team spends less time fixing errors and more time on important work.
• No Data Migration Needed
  You can connect your existing systems without moving or changing any data.
• Real-Time Error Detection
  Errors are found quickly and explained automatically with suggestions on how to fix them.
• Seam Connects Multiple Systems
  Seam links your custodians, portfolio platforms, and general ledgers easily without needing to change your current systems.
• Auto-Resolution of Timing Breaks
  Timing-related differences are resolved automatically, saving time for your team.
• Understanding Trade and Settlement Dates
  Seam recognizes the difference between trade date and settlement date, making reconciliation more accurate.

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