Trillium Surveyor’s Revamped Analytics Tool Targets Daily Best Execution Monitoring

Trillium Surveyor has announced the launch of its next-generation best execution analytics engine, designed to transform how investment firms analyse and act on trade data. The platform, known as Surveyor Best Ex, provides a shared, intuitive interface aimed at reducing trading costs and optimising execution performance across asset classes.
 

The new solution addresses the limitations of legacy systems, which have traditionally confined traders to quarterly reports and manual workflows, often resulting in higher costs and slower performance analysis. Surveyor Best Ex seeks to change this by offering interactive, easy-to-understand reports that analyse large volumes of execution data at scale. The system flags outliers in price, time, and fill, enabling users to optimise performance with greater confidence. With a single click, actionable insights can be generated, eliminating the need for weeks of manual data wrangling and making best execution monitoring a daily activity—an increasingly critical function amid volatile markets.
 

Melissa Watras, Director of Product at Trillium Surveyor

“Traders and compliance officers don’t always speak the same language, but now they can work off the same data, in the same place, with the same level of confidence,” said Melissa Watras, Director of Product at Trillium Surveyor. “This product isn’t just another analytics engine, it’s a fully interactive, highly visual experience that makes performance and compliance tracking fast, intuitive and impactful.”
 

The platform has been purpose-built to bridge the needs of trading desks and compliance teams, supporting proactive compliance with evolving regulatory standards, including the SEC’s amended rule 605. It was developed with direct input from best execution committees at firms across the industry, aiming to streamline review cycles, reduce manual workflows, and provide clear insights for smarter, faster execution in both retail and institutional markets.
 

Lisa Balter Saacks, President of Trillium Surveyor

“This enhancement goes beyond a simple technology upgrade—it provides trading and compliance leads with the tools and flexibility needed to stay ahead of evolving regulatory demands while optimising best execution practices,” said Lisa Balter Saacks, President of Trillium Surveyor. “With Surveyor Best Ex, compliance leaders aren’t just checking the compliance box, they’re gaining a measurable return on investment. Our enhanced analytics help uncover hidden inefficiencies and make faster, smarter execution decisions, turning regulatory requirements into a performance advantage.”
 

The solution can be deployed as a standalone product or integrated with Surveyor Trade Surveillance, offering a comprehensive view of trading performance and compliance.

Industry reaction to the launch has been largely positive. One London-based head of trading technology commented, “The ability to move from quarterly to daily best execution monitoring is a game-changer for both trading desks and compliance. Anything that reduces manual workload and increases transparency is a welcome development.” Another compliance officer at a European asset manager noted, “As regulatory expectations continue to rise, tools that allow compliance and trading teams to collaborate using the same data are becoming essential.”
 

Trillium Surveyor is used by leading financial institutions worldwide, offering trade surveillance and best execution analytics software designed to help risk and compliance leaders elevate oversight, meet evolving regulatory expectations, and drive real performance gains.