CloudMargin facilitates exception-based processing through centralising data, connecting to industry utilities, automating workflow and optimising collateral firm-wide.

Key features

Centralise

  • All instruments
  • All collateral data
  • All aspects of workflow from pre-trade to settlement and reporting
  • All controls and permissions

Connect

  • Your own data in and out, easily
  • To best-of-breed fintechs and third party service providers
  • To your own custodians or triparty agents
  • To all your counterparties

Automate

  • Set rules and tolerances for full and secure STP
  • Auto margin call send and agree
  • Auto pledge and pledge accept
  • Settlement with real-time status via SWIFT, DTCC MTU and APIs

Optimise

  • Flexible rule-based waterfalls
  • Automated pledge check and accept for eligibility, price and concentration
  • Algorithmic optimiser API
  • Fully customisable inventory dashboards

CloudMargin demo video

Want to know more?

Collateral management as-a-service for Finastra’s Kondor, Summit and Opics solutions

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Digital Treasury: Easier said than done. Until now.

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Form 8885 - TCM Apps