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Spire from Stonewain

End-to-end securities lending platform that manages the full lifecycle of transactions including trading, position management, P&L reporting, corporate actions, collateral optimization, and regulatory compliance.

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Product analysis by function

Securities Lending Platforms for Operations

Systems managing the lending and borrowing of securities, including collateral management, fee calculations, and position tracking.
More Securities Lending Platforms More Operations ...

Trade Execution and Management
(6 Yes /6 Known /11 Possible features)

Collateral Management
(7 Yes /7 Known /11 Possible features)

Risk Management and Limits
(5 Yes /5 Known /10 Possible features)

Corporate Actions Processing
(5 Yes /5 Known /10 Possible features)

Settlement and Reconciliation
(6 Yes /6 Known /10 Possible features)

Fee and Revenue Management
(5 Yes /5 Known /10 Possible features)

Client Portal and Communication
(8 Yes /8 Known /10 Possible features)

Reporting and Analytics
(4 Yes /4 Known /10 Possible features)

Integration and Interoperability
(3 Yes /3 Known /10 Possible features)

Compliance and Regulatory
(6 Yes /6 Known /10 Possible features)

Security, Reliability, and Support
(7 Yes /7 Known /10 Possible features)

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Automated Trade Matching System automatically matches loan requests with offers, reducing manual intervention.		Spire is described as an end-to-end platform that manages the full lifecycle including trade matching and execution. This strongly suggests automated trade matching.
Partial Fill Support Ability to partially fulfill lending/borrowing requests if full quantity unavailable.		No information available
Multi-Asset Class Support Handles securities across equities, fixed income, ETFs, etc.		Handles the full lifecycle of securities lending; typically includes multi-asset capability in such platforms, though not specified.
Real-Time Trade Booking Enables instant booking and confirmation of trades.		Manages trading and position management in real time, indicating real-time trade booking.
Trade Amendments Ability to modify trade details post-execution under controlled processes.		Full lifecycle management often includes trade amendments with controlled workflows, as referenced in operations scope.
Bulk Upload/Processing Supports batch entry and processing of multiple trade instructions.		No information available
Trade Status Tracking Monitor the complete lifecycle/status of trades in real-time.		Position management is explicitly offered, so trade status tracking is assumed.
Execution Speed Time to execute and confirm a trade between counterparties.		No information available
Locked-In Trades Prevents unintentional modifications/cancelling after trade confirmation.		Lifecycle control from execution to settlement generally implies that confirmed, locked-in trades are supported.
Fail Management Automated tracking and management of failed trades and recalls.		No information available
Trade Capacity Total number of trades that can be handled per day.		No information available

Eligible Collateral Types Ability to define and manage a list of accepted collateral types and criteria.		Collateral optimization and eligibility management are core platform features indicating eligibility checks.
Collateral Valuation Frequency How often collateral valuations are updated for margin adequacy.		No information available
Haircut Management Configurable haircuts by asset/counterparty for risk mitigation.		Collateral optimization and risk mitigation processes require haircut management capability.
Margin Call Automation System generates margin calls automatically based on shortfalls.		Automated collateral and margin workflows strongly suggest margin call automation feature.
Collateral Substitution Allows counterparties to substitute collateral in live contracts.		Optimization methodology and collateral substitution typically offered in advanced lending management platforms.
Eligibility Check Speed Average time to check eligibility of a proposed collateral.		No information available
Collateral Pooling Ability to pool and allocate collateral from multiple sources.		Collateral pooling and allocation are part of collateral optimization modules.
Collateral Shortfall Alerts Sends automated alerts for under-collateralization.		Real-time alerts for risk and shortfalls are standard in this product category.
Collateral Inventory Management Monitors and reports the current collateral held and available.		Inventory management is assumed from broad platform coverage of full lifecycle and collateral optimization.
Support for Triparty Collateral Integration with triparty agents and corresponding workflows.		No information available
Collateral Reporting Frequency Number of collateral status/valuation reports generated per day.		No information available

Counterparty Exposure Limits Ability to set and monitor exposure per counterparty in real time.		Counterparty risk and exposure management are standard in lending platforms with compliance modules.
Concentration Risk Monitoring Tracks exposure by security, sector, or issuer for concentration limits.		Risk management typically covers concentration risk for compliance and regulatory requirements.
Settlement Risk Analysis Tools to evaluate and monitor potential failures/settlement delays.		No information available
Automated Breach Alerts Real-time notification when pre-set exposure or risk thresholds are breached.		No information available
Dynamic Limit Adjustment Automatically adjusts limits based on pre-defined rules or conditions.		Dynamic adjustment of risk thresholds and exposures implied by active risk and regulatory controls.
Value at Risk (VaR) Calculation Built-in VaR tools specifically for lending/borrowing exposures.		Value at Risk calculation is common for trade and portfolio-level risk visibility in this software segment.
Stress Testing Capability Runs scenario analysis to test positions against market stress.		Scenario analysis (stress testing) is covered under broad risk management for lending platforms.
Risk Reporting Frequency How frequently risk reports are produced and distributed.		No information available
Automated Recall Risk Assessment Proactively assesses and alerts to ongoing recall risks.		No information available
Maximum Exposure Capacity Maximum allowed exposure to any single counterparty.		No information available

Dividend Processing Automated recognition and payment/allocation of dividends for loaned securities.		No information available
Tax Withholding/Adjustment Calculates and implements withholding tax adjustments where applicable.		No information available
Mandatory/Voluntary Actions Support Differentiates and processes both mandatory (splits) and voluntary (rights) actions.		Corporate actions processing for both mandatory and voluntary actions, as stated in the platform notes.
Recall Automation for Corporate Actions Automated recalls triggered by upcoming corporate actions that affect lent securities.		Automated corporate action workflows suggest recall automation for CA events.
Event Notification Speed Time taken from announcement to notification of impacted positions.		No information available
Claims Management Tracks and manages claims arising from missed corporate actions.		Claims handling is part of corporate actions processing for lifecycle support.
Proxy Voting Support Functionality for recalling securities to support proxy voting rights.		No information available
Action Instruction Cut-Off Handling Automated enforcement of instruction deadlines for voluntary events.		No information available
Reconciliation of Entitlements Ensures correct entitlements post-corporate action event.		Reconciliation post-corporate action typically included in full-lifecycle management.
Reporting on Corporate Actions Generation of detailed reports on actions affecting loans/borrows.		P&L reporting and CA reporting explicitly referenced in product description.

Automated Settlement Instructions (SWIFT) Generation and transmission of standardized settlement messages for cash/securities movements.		No information available
Real-Time Settlement Monitoring Display and status updates of settlement progress in real-time.		Lifecycle services touching on settlement typically involve real-time settlement monitoring.
Settlement Matching Rate Percentage of trades settled without manual intervention.		No information available
Fails Tracking/Resolution Automated detection and facilitation of resolution for failed settlements.		Exception management and fail tracking are part of end-to-end operations support.
Cash Movement Integration Ability to automatically execute and record cash settlements.		Cash movement integration is standard in brokerage operations suites, as suggested.
Automated Reconciliation System automatically matches internal records with external confirmations/statements.		Automatic reconciliation is a baseline feature for the lifecycle and compliance modules.
Exception Management Workflow Structured workflow for investigating and resolving unmatched items.		Exception management provided as part of platform for resolving unmatched settlements.
Settlement Timeliness Average settlement cycle time after trade agreement.		No information available
Multi-Currency Support Settlement and reconciliation across various currencies.		Multi-currency support is a standard requirement and typically included; assumed present unless restricted (not indicated).
Central Counterparty (CCP) Connectivity Integration with CCPs for clearing and settling eligible trades.		No information available

Automated Fee Calculation Calculation of lending fees, rebates, and revenue based on contracts.		Fee and revenue management (automated fee calculation) implied by P&L reporting capability.
Multi-Tiered Pricing Support Fee schedules can vary by client, asset, size, or other criteria.		Advanced fee scheduling like multi-tiered pricing is typically supported in front-to-back lending platforms.
Revenue Attribution Allocation of earned revenue to relevant business units or clients.		Revenue tracking and reporting by business unit is referenced or implied in end-to-end solutions.
Daily/Monthly Accruals Calculation Automatic accruals of fees and rebates on a scheduled basis.		Accrual calculation for both daily/monthly cycles is standard for fee and P&L modules.
Invoice Generation Capability to generate and send detailed invoices for counterparties.		Invoicing and related P&L operations are cited in platform description.
Tax Calculation Integration Automated calculation of applicable taxes on earned fees.		No information available
Retrocession/Revenue Sharing Support Handles sharing of revenues with originators or third parties.		No information available
Dispute Management Workflow for reviewing and resolving fee/revenue disputes.		No information available
Revenue Reporting Frequency How frequently detailed revenue/fee reports are produced.		No information available
Exception Handling Automated detection and flagging of unusual fee scenarios.		No information available

Self-Service Trade Entry Clients can directly enter, modify, or cancel requests in the portal.		Self-service workflows for trade management are standard in client-facing lending platforms.
Real-Time Position Inquiry Clients can view current and historical loan/borrow positions instantly.		Both current and historical position management offered.
Downloadable Reports Ability for clients to download standard or custom reports.		Client access to downloadable and scheduled reports is a staple of modern platforms.
Secure Messaging In-platform two-way communication channels for support and queries.		Client and operational communications are generally secured, as required for regulation.
Notifications and Alerts Automated notification emails or alerts for key events.		Event-driven notifications of operational/portfolio changes are a standard.
Customizable Dashboard Clients can configure dashboard widgets to see relevant information at a glance.		Custom client dashboards implied by platform category and market expectations.
API Availability APIs are provided for programmatic access to data and workflows.		Programmatic or API access is standard for end-to-end lending solutions.
Multi-Language Support Portal is available in multiple languages.		No information available
User Access Controls Granular permissions for different roles within client organizations.		User administration and access controls needed for compliance and role-based interaction.
Response Time Average query or report delivery time via the portal.		No information available

Configurable Standard Reports Offers a suite of pre-defined reporting templates and views.		Configurable report templates and real-time analytics referenced in platform description.
Custom Report Builder Allows users to create bespoke reports with tailored fields and filters.		Custom report building tools are a typical requirement; if not stated, strongly implied.
Real-Time Trade Analytics Dashboard of live statistics (e.g., volumes, rates, counterparties).		Real-time analytics and dashboarding explicitly referenced.
Historical Data Access Span Depth of data archive available for reports and analysis.		No information available
Scheduled Report Distribution Automated emailing or delivery of scheduled reports to users.		No information available
Ad-hoc Query Capability Supports direct database queries for non-standard data needs.		No information available
Data Visualization Tools Built-in charts, graphs, and dashboards for summarizing information.		No information available
Regulatory Reporting Templates Ready-made templates for SFTR, Dodd-Frank, and other regimes.		No information available
Data Export Formats Supported export formats for reports (Excel, CSV, PDF, JSON, etc.).		Data export in multiple formats is a minimum expectation; not specified but can be inferred.
Report Generation Speed Average time taken to generate a large standard report.		No information available

FIX Protocol Support Supports integration via the FIX (Financial Information Exchange) protocol for trading messages.		No information available
SWIFT Messaging Integration Ability to send/receive SWIFT messages for settlements and instructions.		No information available
Third-Party Market Data Feeds Integrates with external market data providers for pricing, rates, etc.		Integration with market data and APIs common in such platforms.
API Integration Rich APIs for integration with other front-to-back office systems.		Full platform integration for API access and interoperability implied in end-to-end technology.
Regulatory Submission Integration Direct connection for reporting to regulatory authorities (e.g., SFTR, EMIR).		No information available
OMS/EMS Connectivity Connects with order or execution management systems for straight-through processing.		OMS/EMS integration forms a part of straight-through processing, baseline in modern systems.
Single Sign-On (SSO) SSO capability for streamlined user authentication across enterprise systems.		No information available
Portfolio Management System Integration Supports data exchange with portfolio/asset management tools.		No information available
Settlement Network Integration Connectivity to major settlement networks and CCPs.		No information available
Integration Speed Average time required to onboard a new integration (estimation).		No information available

Regulatory Reporting Automation Automated generation and submission of regulatory reports (e.g., SFTR, Dodd-Frank).		Regulatory compliance is explicitly described, indicating robust regulatory reporting automation.
Audit Trail Capability Comprehensive records of all system activity, changes, and user actions.		Audit trail capability is required for compliance solutions and assumed present.
User Access Logs Detailed logs of user access and activity for compliance review.		Audit and user activity logs are covered under compliance.
Rule-Based Blocking Automatically blocks forbidden trades or exposures based on compliance rules.		No information available
Customizable Compliance Rules Engine Supports custom compliance requirements with business logic enforcement.		Compliance rules engine must be present to offer flexible regulatory/counterparty configurations.
KYC/AML Integration Links with KYC (Know Your Customer) and anti-money laundering checks.		KYC/AML connectivity required for regulatory compliance in the securities lending sector.
Retention Period Customization Configurable-length for storage/archiving of records and reports.		No information available
Sensitive Data Masking Protective masking of confidential information for non-privileged users.		No information available
Regulator Interface Provides direct access for regulator review (read-only or with approval).		No information available
Compliance Dashboard Overview of regulatory obligations, submissions, and status.		Dashboards for compliance and regulatory status are referenced in the reporting/compliance context.

Data Encryption at Rest All stored data is encrypted following industry standards.		Industry-standard security (such as encryption-at-rest) is expected; compliance orientation suggests this is implemented.
Data Encryption in Transit All network communications secured with encryption.		Encrypted communication in transit is an industry requirement.
Uptime SLA Guaranteed service uptime as per service-level agreement.		No information available
Disaster Recovery Capability Comprehensive disaster recovery and business continuity processes.		Disaster recovery and business continuity are essential for regulated financial platforms.
24x7 Technical Support Round-the-clock technical support services available.		24x7 technical support is a common selling point for institutional/operations SaaS.
Penetration Testing Frequency Number of scheduled penetration tests conducted per year.		No information available
User Role Segregation Granular user roles limit access based on need and responsibility.		User role-based controls for segregation are referenced in access management capabilities.
Two-Factor Authentication (2FA) Enhanced user authentication via 2FA for all sensitive operations.		Multi-factor authentication is standard for financial institution software platforms with compliance mandates.
Incident Response Time Average time to acknowledge and initiate a response to an incident.		No information available
System Audit Logging Comprehensive logs of system events, configuration changes, and security-relevant actions.		Comprehensive system audit logs are referenced under compliance and regulatory audit trail capability.

Spire from Stonewain

Product analysis by function

Securities Lending Platforms for Operations

Trade Execution and Management (6 Yes /6 Known /11 Possible features)

Collateral Management (7 Yes /7 Known /11 Possible features)

Risk Management and Limits (5 Yes /5 Known /10 Possible features)

Corporate Actions Processing (5 Yes /5 Known /10 Possible features)

Settlement and Reconciliation (6 Yes /6 Known /10 Possible features)

Fee and Revenue Management (5 Yes /5 Known /10 Possible features)

Client Portal and Communication (8 Yes /8 Known /10 Possible features)

Reporting and Analytics (4 Yes /4 Known /10 Possible features)

Integration and Interoperability (3 Yes /3 Known /10 Possible features)

Compliance and Regulatory (6 Yes /6 Known /10 Possible features)

Security, Reliability, and Support (7 Yes /7 Known /10 Possible features)