CloudMargin

CloudMargin is the world’s first cloud-based collateral management workflow tool covering all asset and instrument classes, from calculation through to real-world settlement and reporting. CloudMargin facilitates exception-based processing through centralising data, connecting to industry utilities, automating workflow and optimising collateral firm-wide.

With CloudMargin, you can:

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