Leverage automation to update your collateral management function & simplify the process to help you comply with the Uncleared Margin Rules. IM calculation, advanced workflow tools, dispute management and connectivity to industry platforms allow a simple path to your compliance.
A single dashboard to calculate, manage and automate collateral requirements for maximum operational efficiency.
Advanced tools and automation allow users to focus on exceptions. The unique combination of collateral management and portfolio reconciliation capabilities increases transparency and allows firms to seamlessly resolve disputes. We have embedded connectivity to Acadia’s Margin Manager and IM Exposure Manager at no additional cost.
Our advanced analytics tool calculates trade sensitivities and analyses IM.
Calculate and compare results from the ISDA SIMM™ and schedule calculation methods. Identify and prioritise counterparties with high expected IM and anticipate IM costs. Our tool produces SIMM inputs in line with the latest model and connects automatically to triResolve Margin, Acadia IM Exposure Manager™ and other collateral management systems.
Complete support for meeting your UMR obligations, from IM calculation to collateral settlement.
Calculate inputs and IM using your preferred model with automated calculation of IM margin calls. Manage IM processing, both where exchanging IM collateral or simply monitoring IM exposure. Seamless connectivity to industry platforms, counterparties and custodians for call workflow, reconciliation and SWIFT settlements. We have been supporting clients to help navigate their UMR requirements since 2016.