One cross-asset platform, seamlessly updated
Delivering full STP workflows, market leading technology and powerful, real-time analytics
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Empowering the world’s banks, buy-side institutions and outsourcers to drive collateral resilience and efficiencies
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Process OTC, Cleared OTC, ETD, Repo, MSFTA and Securities Lending margining through a single STP workflow
- Deliver operational efficiencies and cost savings: cross-asset workflow enables automated margin call send/agree, asset selection and pledge accept, substitutions, interest accrual and month-end payment processing
- Ensure collateral resilience: full STP enables seamless navigation of market volatility, freeing up teams to focus on the risk
- Manage controls with ease: set rules and tolerances within the intuitive and flexible interface
- Optimise and control asset allocation: drive funding savings and manage liquidity with fully customisable optimisation preferences
- Link front and back offices seamlessly: Operations teams benefit from low-touch, automated workflows; front office and treasury teams benefit from complete transparency of funding requirements and control of asset allocation in real-time
- Minimise settlement fails and credit risk: out-of-the-box connectivity, automated instruction and real-time settlement updates from over 60 custodians and all major tri-party agents
CloudMargin is the world’s first and only cloud-native SaaS collateral management platform
- Eliminate manual patching or upgrading: with a single instance and microservices design approach, new feature functionality and processing enhancements are developed, automatically tested and seamlessly released
- Connect to the collateral management ecosystem: comprehensive APIs, data transformation capabilities and managed connectivity to industry utilities ensures technical agility and drives down total cost of ownership
- Future-proof operations with dynamic scaling and load balance: autoscaling technology stack delivers high availability and performance irrespective of market volatility, lowering operational risk whilst increasing collateral resilience
Structured, accurate and insightful data is critical for efficient collateral management
- Ensure data accuracy and integrity: single-system workflow for all asset classes, integrates and structures data into a single unified record
- Respond to market events quickly with impactful data: comprehensive, real-time business intelligence and reporting delivers enterprise-wide views of exposures, collateral holdings, inventory and static data in real-time
- Deliver transparency seamlessly: options for different levels of data access including ‘view only’ and/or dissemination through email, SFTP and API, empowering teams with real-time dashboards and data key to their functions
“CloudMargin enables clients to make smarter decisions in an increasingly complex market, with real-time visibility and automation.
Our solution streamlines the entire lifecycle. Risk is mitigated, capital efficiency is optimised and regulatory requirements are complied with.”
Our solution streamlines the entire lifecycle. Risk is mitigated, capital efficiency is optimised and regulatory requirements are complied with.”
“Collateral should be an STP process. CloudMargin automates the collateral management process across derivative asset classes.
Clients can effectively manage their risk and liquidity with the control and transparency they need.”
Clients can effectively manage their risk and liquidity with the control and transparency they need.”
“Seamless onboarding, personalised support and continuous innovation are all part of our committed client service.
Enduring, collaborative client partnerships are a cornerstone of our success.”
Enduring, collaborative client partnerships are a cornerstone of our success.”
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Deliver operational efficiencies and cost savings
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