The following document outlines the inputs, outputs, and operational flow of the Softek segregation optimization process, along with a detailed description of the collateral selection methodology and a worked example.

2026 has marked a pivotal year for compliance professionals navigating the evolving domains of artificial intelligence and cryptocurrency. Both technologies offer operational benefits: AI in automating detection, reducing costs, and streamlining decision-making, and cryptocurrency in enabling faster settlements, programmable financial instruments, and broader market access. However, both carry risks that demand proactive institutional responses.

We’re excited to announce the release of our new Exception Manager module — a powerful enhancement to our platform that automates the full lifecycle of margin calls from creation to closure.