Digital / Technology Automation

Home > Use Cases > Digital Technology Automation

Digital Technology Automation

TAO Solutions introduces an automated, digital solution in respect of structured finance, securitization, covered bond and ABCP Administration activities to enable a variety of industry participants to adopt industry best practices and increase operational efficiencies to achieve the lowest quartile of operational costs in their respective industries.  Our technology stack is based on the latest Microsoft technologies enabling automation of several business activities to provide a holistic solution that addresses the needs of various user groups and third parties.


Digital technology automation enables a number of workflow activities to be simplified, producing greater results and data connectivity between various business units within the organisation.  For example, an issuer can use the software to support:


  • Business intelligence, detailed analytics and dashboarding capabilities
  • Operational funding and related assessment, reporting requirements
  • Transaction structuring and modelling with a simplified cloning and transaction amendment capabilities
  • Algorithmically derived pool selection process to support term issuance activities
  • Portfolio management, cash flow assessments and review 
  • Monthly determinations, collateral tables and related reporting for investors, payment directions and swaps
  • Rating agencies feeds for new transactions as well as o-going compliance reporting
  • Regulatory reporting as required
  • Accounting and finance - representing general journal entries to the general ledger system as well as a bank reconciliation   
  • ESG related activities supporting climate risk assessment and reporting requirements


The ingestion of a number of third party data feeds enables TAO Solutions customers to utilize ingested data to support required business processes.  Data is housed within our normalized table structures. 



The new global industry benchmark for securitization, structured finance and ESG software as a service solution catering for issuers, aggregators, lenders, ABCP conduits, trustees and regulators.


Multi-jurisdictional, asset class agnostic SaaS software solution addressing the complex requirements involving end-to-end administration and regulatory reporting requirements for the financial services industry.


Canada's mortgage funding and portfolio management software as a service solution built for issuers and aggregators.


Representing the de facto standard for mortgage securitization, structured finance and covered bond SaaS software solutions in Canada.


LeaseSpark is a cloud SaaS application that improves the efficiency of your daily equipment finance operations, making it easier to originate, administer and manage deals throughout their lifecycle.

Contact Us

By submitting this form, I agree to receive communications from TAO in connection with my inquiry. My information will be processed in accordance with TAO's Privacy Policy.

Share by: