One Connected Platform for Pre-Trade Validation, Post-Trade Automation, and Regulatory Compliance
Equilend connects reconciliation, trade lifecycle automation, settlement, collateral management, and regulatory compliance into a single environment, so front-office, operations, and compliance teams can resolve fails, meet reporting deadlines, and manage exposure without stitching together separate systems.
Manual pre- and post-trade processes are slowing settlement and raising regulatory risk
Rising post-trade complexity
Settlements are getting harder. The T2S settlement rate fell from 97.63% in 2019 to 93.29% in 2022, while incorrect or missing SSIs cause roughly 30% of trade fails. Manual processes and fragmented workflows add further complexity, increasing the risk of settlement delays, breaks, and regulatory exposure.
Connected post-trade operations
T+1 compresses the timeline for fixing what goes wrong. Firms will have up to 80% less time to resolve failed trades when the EU, UK, and Switzerland move to T+1 in October 2027. Most operations and compliance teams are managing these pressures across disconnected systems: separate tools for reconciliation, returns/recalls, SSIs, and regulatory reporting. Post-Trade & Regulatory solutions bring those workflows into one connected environment, built on the trade data firms already have.
$4.1T
Transactions processed per day
80%
Less time to resolve fails under T+1
140+
Firms using Equilend Post-Trade & Regulatory solutions
Why operations and compliance teams choose Equilend Post-Trade & Regulatory solutions
Automate critical trade lifecycle processes
Automated tri-party collateral management
Standing settlement instructions you can trust
Regulatory reporting built on your trade data
Faster beneficial owner onboarding
Optimized agency lender disclosure processes
See Post-Trade & Regulatory solutions in action
Watch how connected post-trade workflows change the day.
How operations and compliance teams use Post-Trade & Regulatory solutions
Clearing fails before they become CSDR penalties
Settlement Monitor compares mandatory settlement fields at the point of trade and throughout the lifecycle, helping firms meet CSDR settlement requirements by identifying mismatches before they become penalties. Operations teams resolve breaks on screen instead of chasing counterparties by email.
Managing recalls and returns on a T+1 timeline
Recalls, Returns, and Settlement Monitor link recall notifications directly to return bookings, with real-time MQ messaging and DTCC ARMS connectivity. This real-time processing supports the recall and return automation the EU T+1 Industry Committee has flagged as a high priority for 2026.
Meeting SFTR and 10c-1a deadlines from one data feed
SFTR and 10c-1a reporting draw on the same trade and lifecycle data captured through Equilend's platforms. Compliance teams manage UTI generation, data enrichment, and submission from a single dashboard ahead.
Reconciling collateral across multiple tri-party collateral agents
Exposure Management pre-matches RQV figures with tri-party agents and reconciles market value discrepancies down to the account level. Collateral teams get intra-day visibility instead of waiting on end-of-day files.
Part of one connected Equilend ecosystem
Post-Trade & Regulatory solutions runs on the same OneFile data feed that connects to NGT for trade capture, and Spire for books and records. Data entered once flows through every downstream workflow.
SPEAK TO OUR EXPERTSOne powerful platform
Key features and product capabilities
Post-Trade
Contract Comparison
Unified Comparison
A real-time contract compare solution and the gateway into Equilend's suite of Post-Trade products
Dividend Comparison
Compare claims and payment details to ensure faster payments, two-sided comparison or one-sided delivery
Billing Comparison
Simplify month-end billing reconciliations, supporting delivery of statements and identification of breaks
Trade Lifecycle
Mark-to-Market
Perform marks using client or centralized prices, optimized algorithms, and automatic SPO charges
Returns
A complete workflow tool dedicated to initiating, tracking, and simplifying return notifications / bookings
Recalls
An efficient, automated way to send and receive recall notifications with bespoke rule management
Settlements & Collateral
Settlement Monitor
A global fails management platform for tracking and reconciling failed transactions, with links to the SSI Repository
SSI Repository
Centralized SSI repository and management solution with SSImple, with market-specific validation rules
Exposure Management
Collateral reconciliation, tri-party RQV connectivity, and contract-level tri-party account reconciliation
Regulatory
Regulatory Reporting
SFTR
Multiple solutions to help our clients meet their SFTR reporting requirements, tailored to suit each client's regulatory reporting arrangements, from UTI generation to full end-to-end reporting in partnership with MarketAxess
10c-1a
An end-to-end reporting solution that will meet the SEC's pending reporting requirements under 10c-1a, including submission of transaction data to FINRA
Onboarding & ALD
Onboard+
A global onboarding platform that includes an advanced dashboard, a KYC document repository and workflow engine powered by Aryza Validate, and Credit Benchmark consensus ratings (for subscribers)
ALD
An interoperable solution which facilitates the transmission of loan and collateral data, allowing firms to provide initial credit approval of new lenders as well as calculate ongoing daily credit exposures
Post-Trade
Contract Comparison
Unified Comparison
A real-time contract compare solution and the gateway into Equilend's suite of Post-Trade products
Dividend Comparison
Compare claims and payment details to ensure faster payments, two-sided comparison or one-sided delivery
Billing Comparison
Simplify month-end billing reconciliations, supporting delivery of statements and identification of breaks
Trade Lifecycle
Mark-to-Market
Perform marks using client or centralized prices, optimized algorithms, and automatic SPO charges
Returns
A complete workflow tool dedicated to initiating, tracking, and simplifying return notifications / bookings
Recalls
An efficient, automated way to send and receive recall notifications with bespoke rule management
Settlements & Collateral
Settlement Monitor
A global fails management platform for tracking and reconciling failed transactions, with links to the SSI Repository
SSI Repository
Centralized SSI repository and management solution with SSImple, with market-specific validation rules
Exposure Management
Collateral reconciliation, tri-party RQV connectivity, and contract-level tri-party account reconciliation
Regulatory
Regulatory Reporting
SFTR
Multiple solutions to help our clients meet their SFTR reporting requirements, tailored to suit each client's regulatory reporting arrangements, from UTI generation to full end-to-end reporting in partnership with MarketAxess
10c-1a
An end-to-end reporting solution that will meet the SEC's pending reporting requirements under 10c-1a, including submission of transaction data to FINRA
Onboarding & ALD
Onboard+
A global onboarding platform that includes an advanced dashboard, a KYC document repository and workflow engine powered by Aryza Validate, and Credit Benchmark consensus ratings (for subscribers)
ALD
An interoperable solution which facilitates the transmission of loan and collateral data, allowing firms to provide initial credit approval of new lenders as well as calculate ongoing daily credit exposures
Ready to transform your Post-Trade & Regulatory workflow?
Thanks — request received.
Our team will be in touch within one business day.
Related insights
White Paper March 17, 2026
The T+1 Transition Priorities
Europe’s move to T+1 will fundamentally reshape post-trade operations. This white paper explains what breaks first, where risk concentrates, and how firms can prepare.
Blog March 9, 2026
The Quiet Countdown to T+1 Settlement in Asia
The global move to T+1 settlement is no longer theoretical.
Blog May 19, 2026
From Fragmentation to Integration: Rethinking the Securities Finance Lifecycle
Securities finance has long run on a structural divide between front-office trading and post-trade operations. As T+1 becomes the baseline and T+0 comes into view, that divide is breaking down. Tony Camarota on how Spire 3.0 unifies decisioning and lifecycle control on one real-t
Frequently asked questions
What does Equilend's Post-Trade & Regulatory solutions cover?
It covers Contract Comparison products (Unified Comparison, Dividend Comparison, and Billing Comparison & Delivery), Trade Lifecycle products (Recalls, Returns, and Mark-to-Market), and Settlements & Collateral products (Settlement Monitor, SSI Repository, and Exposure Management) Regulatory Reporting products (SFTR, 10c-1a), and Onboarding products (Onboard+, ALD).
How does Equilend help reduce settlement fails?
Settlement Monitor compares mandatory settlement fields at the point of trade and throughout the lifecycle, and the Enhanced SSI Repository validates settlement instructions against ISO standard rules. Incorrect or missing SSIs currently cause roughly 30% of settlement fails industry-wide.
How can Equilend support the move to T+1 settlement in Europe?
Equilend has several products which can assist firms in preparing for T+1 in Europe. Returns, Recalls, Settlement Monitor, the SSI Repository, and Exposure Management are already live and address the shortened timelines firms will face when Europe moves to T+1 settlement in October 2027.
What is the target date for SEC Rule 10c-1a reporting, and how does Equilend help?
Covered persons must report new loans and modifications under SEC Rule 10c-1a by end-of-day. The proposed target date is September 2028. Equilend is a registered broker-dealer with the regulatory status to act as a Reporting Agent, filtering, enriching, and submitting eligible trades to FINRA.
Can firms use individual Post-Trade & Regulatory products, or do they need the full suite?
The suite is modular. Firms can start with a single product, such as Unified Comparison or Settlement Monitor, and add each of the other products as their needs grow.
How does Exposure Management connect to tri-party agents?
Exposure Management facilitates connectivity to BNY, JPM, and Euroclear triparty agents, enabling RQV pre-matching to streamline RQV agreement processes leading to faster collateral coverage.
Connecting
Securities Finance
Stay ahead in securities finance with expert insights, market trends, and timely updates.