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Atlanta Capital selects SmartStream’s TLM® Corona to Provide Superior Service to Institutional Clients

SmartStream Technologies, the market leading provider of Transaction Lifecycle Management solutions, today announced that Atlanta Capital Management Company, LLC is implementing TLM® Corona for its institutional investment management reconciliations.

Atlanta Capital Management Company, LLC (Atlanta Capital) is a subsidiary of Eaton Vance Corporation, with $8.5 billion of assets under management in institutional and managed account programs.

TLM® Corona is enabling Atlanta Capital to implement a single Reconciliations and Exceptions Management platform to automate all cash, securities transactions and positions within the firm to deliver enhanced customer service in line with the firm’s business strategy. The project will allow Atlanta Capital to move to daily reconciliations and provide the ability to handle tax lots, a process their legacy reconciliation application does not support.

“Atlanta Capital is committed to providing superior service to our institutional and high net worth clients. As a fiduciary it is essential that we take a proactive approach to maintaining accurate records of our clients’ assets. TLM® Corona’s flexibility and its reporting and auditing features, give us the tools to reconcile their assets daily,” said Dorothy Kopp, Assistant Vice President and head of the institutional portfolio administration group.

Lou Longhi, Managing Director, Americas, SmartStream Technologies, said, “Our investment management clients, especially those in the mid-tier, are placing more focus on customer service across the spectrum of institutional, sub-advisor, mutual fund and managed account programs. TLM® helps our customers furnish best-in-class service models by giving them a flexible platform to rapidly address the tough demands of new investors and the management capabilities to monitor service levels very precisely through a rich set of dashboards. We are very pleased that Atlanta Capital has shown confidence in our vision by investing in TLM®.”