We're excited to share what we've been building for you. Over the past year, our team has been working on the most significant evolution in Theorem's history: a complete platform rebuild designed to meet the demands of modern post-trade operations.
A Platform Built for Today's Challenges
The post-trade landscape has changed. Firms need faster processing, better insights, and more collaborative workflows to stay competitive. That's why we rebuilt our platform from the ground up.
Using modern cloud and data technologies, we've engineered a new application that will begin rolling out in 2026. This is a complete reimagining of how post-trade technology should work.
What's New
Enhanced Performance and Usability
Our rebuilt platform delivers the same powerful functionality you rely on for post-trade data aggregation, trade matching, allocations, reporting, and market risk, now with major improvements:
Faster Results
Online reporting and data processing from clients and counterparties happens much faster. You spend less time waiting and more time making decisions.Streamlined Reports
We preserved all existing capabilities while delivering an updated interface and deeper analytics. Your familiar reports now have better visualizations and more useful insights.Full Lifecycle Tracking
Follow trades and deals from inception through settlement and beyond. Complete visibility across the entire post-trade lifecycle helps you spot issues faster and maintain better control.Enhanced Collaboration
Share custom views of data with your colleagues. Whether you're coordinating with middle office, risk teams, or external partners, working together is simpler.Two New Features
Allocation Explorer
We're launching a what-if trade allocation tool that changes how you understand and optimize account balancing.
Allocation Explorer uses advanced algorithms to help you:
- Model different allocation scenarios before executing trades
- Understand how various allocation methods impact account equity
- Optimize for fairness across your book
- Reduce operational risk and potential disputes
Whether you're a trader, fund manager, middle office professional, or risk manager, Allocation Explorer gives you the insights needed to make confident allocation decisions.
Next-Generation Matching Engine
Our new trade and account reconciliation engine is a major step forward in matching technology.
Key improvements include:
- Manual Affirmations: Greater control over the reconciliation process with the ability to manually affirm matches when needed.
- Flexible APS Tolerances: Customize tolerance levels to match your firm's risk appetite and operational requirements.
- Significantly Improved Performance: Process reconciliations faster, even as data volumes grow.
The new Matching Engine works faster and smarter, giving you more control and flexibility over your reconciliation workflows.
What This Means for You
If you're a current Theorem client, you'll experience a smooth transition to the new platform. We're focused on making the migration seamless while giving you access to powerful new capabilities.
If you've worked with us in the past or are evaluating post-trade solutions, this is a good time to reconnect. The rebuilt platform represents a fresh start and a new level of capability.
Get Early Access
We're offering early access to clients and partners who want to experience the new platform first. Early access participants will:
- Get hands-on experience with Allocation Explorer and the new Matching Engine
- Provide feedback that shapes the final product
- Receive priority onboarding and dedicated support
- Gain a competitive advantage by adopting new technology first
Sign up for early access updates →
Looking Ahead
This platform rebuild represents more than a technology upgrade. It's a commitment to the future of post-trade operations. We're building for the challenges you'll face tomorrow, not just the ones you're dealing with today.
We're grateful to everyone who has been part of the Theorem story. Your feedback, partnership, and trust have shaped this journey.
Stay tuned for more updates as we get closer to our 2026 rollout.
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