Features

Do more with CloudMargin.

With dozens of core features, CloudMargin helps your team do more with one cloud-based collateral management system.

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

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