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Real-time collateral management

One platform for workflow automation, asset optimisation and real-time reporting across the collateral lifecycle

Real-time visibility and control

CloudMargin unifies collateral and liquidity management into one intelligent, cloud-native platform. Automate workflows end-to-end, eliminate silos, optimise inventory real-time and reduce overheads, all without legacy constraints.

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Tailored industry solutions

Financial institutions worldwide rely on CloudMargin to centralise and optimise collateral and liquidity management, remove fragmentation and deliver resilient, scalable collateral workflows across all asset and instrument classes.

Banks

Global, regional and community banks across the globe trust CloudMargin to centralise all collateral processes, inventory and reporting through one intuitive platform to deliver capital optimisation, STP workflows and regulatory transparency across desks, regions and asset classes.

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Asset managers

Trusted worldwide by multi-fund strategy managers, regional and boutique firms, CloudMargin centralises all collateral processes, liquidity and inventory management through one intuitive platform to generate alpha and drive competitive edge.

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Pension funds

Pension funds around the world work with CloudMargin to maximise performance, streamline reporting and meet fiduciary commitments with confidence, strengthening liquidity and resilience today to protect member outcomes tomorrow.

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Insurance firms

Trusted across the world by insurance firms and annuity providers, CloudMargin centralises all collateral processes, liquidity and inventory management through one intuitive platform to support liability-driven investment strategies, capital efficiency and operational resilience.

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Commodities firms

Trusted across the world by commodities firms and brokerage businesses, CloudMargin centralises all collateral processes, liquidity and inventory management through one intuitive platform to support margin readiness, cash efficiency and operational resilience across derivatives.

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Hedge funds

Trusted worldwide by global macro funds and multi-strategy hedge funds, CloudMargin centralises all collateral processes, liquidity and inventory management through one intuitive platform to support funding efficiency, margin optimisation and operational resilience, to deliver improved returns and competitive edge.

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Outsourcers

Trusted by leading derivatives outsourcing providers and securities services firms, CloudMargin drives operational efficiency, resilience and an enhanced client service offering through best-in-class STP, customised client optimisation, business intelligence and reporting.

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Insights

Volatility, liquidity and the future of collateral management

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Volatility, liquidity and the future of collateral management

Clients and partners

Acadia
Tonic
Teciem
S&P Global
Citibank
Banco Do Brasil
Cassini
Derivative Path
Acadia
Tonic
Teciem
S&P Global
Citibank
Banco Do Brasil
Cassini
Derivative Path

The CloudMargin advantage

Modern cloud-native collateral management technology for collateral and liquidity optimisation and streamlined operations.

Trust
Trusted by +250 leading buy-side and sell-side institutions across the globe, across all firm sizes
Real-time data
Real-time data and analytics across all traded asset classes, holdings and inventory
Optimisation
Flexible optimisation rules for cheapest-to-deliver asset allocation, liquidity management and balance sheet optimisation
Automation
Automated, end-to-end-collateral management across front, middle and back office workflows
Managed ecosystem
Managed collateral ecosystem connectivity and comprehensive APIs
SaaS platform
Single-instance SaaS platform eliminates manual maintenance and upgrades

Centralise

Centralise all collateral management workflows into one, easy-to-use, cloud-based platform and deliver operational efficiencies

  • View a holistic workflow from pre-trade to settlement and reporting
  • Consolidate all asset classes onto one platform
  • Manage customisable controls across teams and regions
  • Integrate multiple data formats into a single digital ledger

Connect

Connect seamlessly to the collateral management ecosystem through managed industry connectivity

  • Simplify inbound and outbound data flows into one platform through comprehensive ETLs and secure APIs
  • Interface with custodians, CCPs, exchanges, custodians and all major tri-party agents
  • Leverage out-of-the-box connectivity to market leading third-party providers and counterparties

Automate

Automate margin call workflows from front, middle to back office to remove manual processes and free up teams to focus on exception-management

  • Configure rules and tolerances for secure end-to-end STP
  • Streamline margin call issuance/agreement and pledge/pledge accept workflows
  • Trigger settlement instructions with real-time status updates
  • Deliver automated stakeholder and regulatory reporting

Optimise

Optimise collateral allocation and liquidity with real-time data and insights to stay in control as market conditions change

  • Align funding and liquidity objectives with collateral execution to reduce performance drag and improve capital efficiency
  • Optimise across teams through permission-based, real-time asset allocation and flexible optimisation rules
  • View real-time enterprise-wide inventory and holdings for fast, informed decision-making

Deliver collateral resilience and efficiencies

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