# theorem.io > AI-optimized mirror of theorem.io containing 49 pages totalling 23,967 words of clean markdown content, structured data, and semantic HTML. Original source: https://theorem.io/. Last updated: 2026-06-12T12:32:47.868Z. Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG). ## Homepage - [Integrated Post Trade Processing and Data Management Solutions](/content/site-root.html): Streamline your post-trade processing with Theorem's integrated solutions. (438 words) ## Articles & Blog Posts - [Allocation Explorer Overview](/content/help/allocation-toolbox/index.html): How to Allocate Shares Box Fills Box Allocation Settings Results Area Frequently Asked Questions back to top An alias is a moniker to represent an account, customer, investor, book, or any other part (1,463 words) - [blog/paul-geiger-quoted-in-financemagnates-coronavirus-fintech.html](/content/blog/paul-geiger-quoted-in-financemagnates-coronavirus-fintech.html) (1 words) - [Allocation Explorer FAQ](/content/help/allocation-explorer-faq/index.html): The Allocation Explorer is a free tool to demonstrate Theorem's allocation algorithms and methodologies in a sandboxed environment. (1,072 words) - [What are trade price allocation methods?](/content/help/allocation-methods/index.html): The allocation method defines how to assign trade prices to the various accounts when applying an allocation. (1,478 words) - [The Ultimate Guide to Trade Matching](/content/blog/the-ultimate-guide-to-trade-matching/index.html): Download the one and only resource on Trade Matching you'll ever need. (359 words) - [Get the most out of your Trade Match Data with our new Matching Grid](/content/blog/get-the-most-out-of-your-trade-match-data-with-our-new-matching-grid.html): Every day, traders from across the globe rely on Theorem to reconcile their trade data. Most traders do not have enough time to spend on everything that occurs post-trade so we here at Theorem purposely designed our matching and workflow solution to be logical and solution-oriented. (460 words) - [Paul Geiger Interviewed by CultureFit](/content/blog/paul-geiger-interview-by-culturefit/index.html): Paul Geiger was recently interviewed by Chicago based technology staffing agency CultureFit as part of their focus on high growth, technology firms., CultureFit is a professional staffing agency rooted in Chicago. Learn how we can help you hire high-impact talent that fits your unique culture. (479 words) - [Clients Sell Side Participants](/content/sell-side-participants/index.html): Theorem's platform empowers sell-side participants and intermediaries by outsourcing technology, simplifying data transmission, and improving the customer experience. Discover how we can enhance your post-trade operations and optimize workflows. (383 words) - [Market Risk Reporting Market Risk Reporting Doesn’t Need to Be Difficult or Expensive](/content/theorem-risk-reporting/index.html): Transform your post-trade operations with Theorem's integrated reporting solution. Access transparent data and analytics, generate actionable insights, and streamline data integration across all counterparties and accounts. Schedule a free demo today. (591 words) - [Five Hidden Costs of Data Movement and Management](/content/blog/five-hidden-costs-of-data-movement-and-management/index.html): Collecting post-trade data is often far more complicated and expensive than people expect it to be. Almost always, the complexity and expense come as a direct result of increasing scale. Early on, every participant’s needs are straightforward when a company begins to trade in a new market, an emerging fund is established, and investors make their first allocations. But, as soon as you start to trade with more providers, markets, or take on additional stakeholders, the costs quickly add up. Outlined below are the 5 hidden costs of data movement and management that we believe you need to be aware of: (899 words) - [Using Legacy Systems for Post-Trade Processing Can Increase Risk](/content/blog/using-legacy-systems-for-post-trade-processing-can-increase-risk.html): Firms that rely on continually evolving their legacy post-trade processes are laboring under an unnecessary handicap in today’s fast-moving markets. (948 words) - [What's Coming in 2026: Theorem's Next Generation Platform](/content/blog/whats-coming-in-2026/index.html): Discover how Theorem Technologies and Scalo are revolutionizing post-trade fintech through user-centric design, collaboration, and innovative solutions. (663 words) - [Using Multiple Brokers Can Aid the Quest for Best Execution](/content/blog/using-multiple-brokers-can-aid-the-quest-for-best-execution.html): A plethora of reasons suggests that firms maintain relationships with multiple brokers to ensure best execution for every client. Investment managers can be pro-active and develop relationships with a range of brokers or face a situation in which the investor insists on using their own choice of broker. (962 words) - [Risk Tools Can Help Operations Manage Risk More Effectively](/content/blog/risk-tools-can-help-operations-manage-risk-more-effectively.html): Our latest insight examines the types of risk that are encountered by operations, the approaches used to mitigate risks, and the role software can play in risk management and mitigation. (694 words) - [Risk Analysis Software can better inform Traders’ investment decisions.](/content/blog/risk-analysis-software-can-better-inform-traders-investment-decisions.html): Theorem’s Software-as-a-Service solution not only adds value to the back office but its analytical engines can be leveraged by portfolio managers and traders as well. (902 words) - [Workflow Solution Streamlined Workflow Management](/content/theorem-workflow/index.html): Streamline your post-trade workflow and seamlessly allocate transactions with Theorem's intuitive interface and allocation engine. Proactively resolve trade breaks and ensure accurate reporting with our flexible matching solution. Learn how Theorem simplifies reconciliation for hedge funds and CTAs. (577 words) - [Establishing a robust password policy](/content/blog/establishing-a-robust-password-policy/index.html): While multifactor and biometric authentication is playing an increasingly important role in security, the password will continue to be the foundational element of security in the near to medium term. (792 words) - [SaaS Solutions Play a Vital Role in Business Continuity for Financial Services Companies](/content/blog/saas-technology-business-continuity-financial-services-companies.html): Post-trade processing and back-office systems are vital to a firm’s ability to function. (632 words) - [The Evolution of Trade Analytics](/content/blog/the-evolution-of-trade-analytics/index.html): Advances in analytics technology have allowed financial firms to harness data in ways that can enhance performance, cut costs, and improve customer service. (665 words) - [Theorem Integrates PortfolioScience’s RiskAPI](/content/blog/theorem-integrates-risk-api/index.html): FOR IMMEDIATE RELEASE Chicago, April 30, 2018 - The latest addition to Theorem’s expanding platform provides interactive, on-demand risk analysis for asset managers and hedge funds. (331 words) - [Prioritizing Operational Due Diligence Builds a Foundation for Success](/content/blog/prioritizing-operational-due-diligence-builds-a-foundation-for-success.html): Every investor must carefully examine all of the risks involved in any commitment of funds. Due diligence is the process by which investors assess these risks; it is the foundation of any investment decision. (811 words) - [Product Update: Introducing Matching Grid](/content/blog/product-update-introducing-matching-grid/index.html): Once again, we have improved the trade matching experience by developing a convenient, fast, and modern way to analyze your match results. (382 words) - [Clients Buy Side Participants](/content/buy-side-participants/index.html): Enhance your post-trade activities with Theorem's integrated solutions. From efficient trade matching for hedge funds to comprehensive data analysis for commodity merchants, we provide scalable systems and dedicated support to optimize your operations. Contact us today. (399 words) - [Trade Viewer Overview](/content/help/trade-viewer-overview/index.html): Coming Soon   (40 words) - [Leveraging Software and Analytics to Manage Outsourced Providers](/content/blog/leveraging-software-and-analytics-to-manage-outsourced-providers.html): When back- and middle-office functions are outsourced, SaaS solutions can also provide the type of reporting to ensure that functions are carried out correctly. (903 words) - [Why should you invest in Post-Trade Processing?](/content/blog/why-should-you-invest-in-post-trade-processing/index.html): While the temptation has always existed to channel firm capital into areas such as the highly visible front-office, investing in solutions that eliminate post-trade processing errors can offer value that extends across the firm. (857 words) - [Match Analysis Puts the Focus on Execution Quality](/content/blog/match-analysis-puts-focus-on-execution-quality/index.html): Match analysis and scoring gives clients greater control over people and the post-trade process, and may even allow firms to reduce amount of money they spend on middle- and back-office support. (725 words) - [Factors to consider before outsourcing Post-Trade Processing](/content/blog/factors-to-consider-when-choosing-to-outsource-post-trade-processing.html): Creating, maintaining and managing the IT infrastructure related to post-trade processing can be both expensive and burdensome, particularly for smaller firms. (712 words) - [Creation Error Troubleshooting](/content/help/creation-error/index.html): We understand error messages can be frustrating. Here is how you can solve a Creation Error if you experience it on our app. (429 words) - [Allocation](/content/allocation/index.html): Discover Theorem's flexible and automated allocation solutions for all types of trading firms. Access transactional data, customize instructions, and automate the allocation process with ease. Schedule a demo today! (362 words) - [Five Common Challenges Emerging Managers Underestimate](/content/blog/five-common-challenges-emerging-managers-underestimate.html): The good news about these challenges is that if you have them, it likely means you are growing.  The bad news is that these problems, if unchecked can delay your rate of growth or in extreme cases can even prevent it altogether.  As part of our Insights series the Theorem team has provided detailed overview of five common challenges and ways to avoid them some of the common problems they cause. (156 words) - [Morgan Stanley Fine: Lessons in Fee Recon Failures](/content/blog/morgan-stanley-fine-lessons-in-fee-recon-failures/index.html): Theorem's Paul Geiger discusses the CFTC fine of Morgan Stanley along with other reconciliation challenges in a recent article by FinOps Report. (155 words) - [Fully Managed Post Trade Services](/content/fully-managed/index.html): Discover how Theorem's Managed Services can provide fully managed post-trade solutions for small and large organizations. Benefit from our team's expertise in market operations, risk management, and counterparty management to achieve exceptional results in the capital markets. (576 words) - [Theorem Teams with R.J. O’Brien to Tackle MiFID II - Theorem Technologies](/content/blog/theorem-teams-with-r-j-obrien-to-tackle-mifid-ii/index.html): FOR IMMEDIATE RELEASE Chicago, January 18, 2018 - Theorem Technologies LLC, a provider of post-trade technology, announced their work with R.J. O’Brien & Associates (RJO) to tackle some of the most challenging data issues that accompany MiFID II. (449 words) - [Matching Reconcile any trading data quickly and flexibly](/content/matching/index.html): Quickly and flexibly reconcile trading data with Theorem's Trade Matching Solution. Match any financial data, and enjoy global real-time reconciliation. (379 words) - [Blog](/content/blog-development/index.html): Theorem Insights - Development (40 words) - [A Key Tool for Emerging Managers to Level the Playing Field](/content/blog/a-key-tool-for-emerging-mgrs/index.html): Hedge fund launches are at 18-year low and emerging managers are facing an uphill battle for capital when compared to their larger, more established peers. According to the Financial Times “The composition of the hedge fund industry’s investor base has also changed over time. Allocations are now dominated by large institutional clients that have a bias towards larger managers. Competition to win seed capital is also also intense so it is increasingly difficult for new managers.” (75 words) - [What is the Dashboard Page?](/content/help/dashboard/index.html): Use the Dashboard to summarize the status of the online data connections. (248 words) - [Theorem to Speak at FIA IDX 2018](/content/blog/theorem-to-speak-at-fia-idx-2018/index.html): Theorem's Director of Enterprise Sales, Richard Buchanan, will be speaking about post-trade solutions at the FIA IDX "Meet the Innovators" showcase. After being named a 2017 Innovator Theorem is excited to continue its relationship with the FIA by participating in this year's IDX event. (70 words) - [Marc Quintavalle](/content/about/marc-quintavalle/index.html): Discover the power of Theorem Technologies with our post-trade solutions, workflow, reporting, PMS, and managed services. Meet Marc Quintavalle, our Director of Marketing, who leads our brand and digital initiatives. Experience the difference today! (105 words) - [Uh-Oh. This page knows nothing.](/content/help/kb-404/index.html): Help Center (20 words) - [Christopher Carleton](/content/about/christopher-carleton/index.html): Experience the expertise of Christopher Carleton, Director of Client Engagement at Theorem. With 15 years of specialization in financial services, listed derivatives, and commodity trading operations, Chris ensures seamless product delivery for buy and sell-side firms. Schedule a demo or open an account today! (83 words) - [Derivatives Broker Spins Out Technology Platform](/content/blog/derivatives-broker-spins-out-technology-platform/index.html): Theorem's launch was covered by HFM  Technology, the technology focused arm of HFM Week. (114 words) - [Match Summary Report](/content/help/match-summary-report/index.html): beta match (45 words) - [Tom Miller](/content/about/tom-miller/index.html): Tom Miller, Director of Sales at Theorem, brings years of experience in trading and institutional relationship management. Learn more about our post-trade solutions and schedule a demo today. (96 words) - [Search results | Help Center](/content/help/kb-search-results/index.html): Help Center (2 words) - [sitemap-xml.html](/content/sitemap-xml.html) (5 words) - [Fix T+ Issues Before They Become T+10 Problems](/content/blog/fix-t-issues-before-they-become-t1-problems/index.html): T+ trade breaks can compound across multiple days during market stress. Learn how to track, manage, and resolve aged breaks before they impact operations. (940 words) ## Resources - [Full Page Index](/index.html): Browse all cached pages with rich metadata - [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines - [XML Sitemap](/sitemap.xml): Machine-readable sitemap for crawler discovery - [Robots.txt](/robots.txt): Crawler directives