Features
Do more with CloudMargin.
With dozens of core features, CloudMargin helps your team do more with one cloud-based collateral management system.
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Centralisation
Your collateral data all in one place
Agreements
Store all types of collateral agreements
Data
Normalise and view all trade valuations, pricing data and inventory together
Instruments
Support all instruments, asset classes, cleared and non-cleared
Dashboard
Utilise and configure one dashboard for everything you need to know
Reports
Generate extensive internal reporting
Automation
Be more efficient across the entire life cycle
Margin calls
Make and receive margin calls
Payments
Monitor collateral balances and movements
Interest
Pay and receive interest
Reconciliation
Reconcile trades portfolios
Settlement
Physically settle your collateral obligations
Notifications
Be reminded of your collateral deadlines throughout the day
Connectivity & Integrations
Off-the-shelf, unmatched connectivity across the life cycle
In-house infrastructure
Widely used internal upstream and downstream systems
Market infrastructure
Common industry utilities, custodians and clearing firms
Public API
Connect to any other upstream and downstream system
Technology Partners
Best-in-breed fintech companies
Optimisation
Make your data work better for you
Eligibility
Check collateral eligibility
Inventory
Monitor available inventory
Transactions
Allocate and recall collateral
Algorithmic Optimisation
Optimise across post-trade collateral obligations based on cheapest to deliver
Waterfall Optimisation
Optimise across post-trade collateral obligations based on easiest to deliver waterfall optimisation
Key integrations
CloudMargin partners with best-in-breed technology firms, critical market infrastructure and easily connects with in-house up and downstream systems
S&P Global
Connect to real-time portfolio valuation data across all instruments
Acadia
Automate messaging between counterparties
Swift
Automate the messaging for cash and securities collateral settlements