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Agreement Manager

A digital archive for your legal agreements.

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Agreement Manager enables fast, scalable consolidation and affirmation of legal and operational data via one cost effective interface. It provides an authoritative record of collateral agreements through a single workflow. Created by the industry, for the industry, Agreement Manager significantly reduces the time and effort required to maintain an efficient repository of agreement data.

It can be complex, time consuming and costly to negotiate, digitise, record, generate and govern collateral agreement data. Agreement Manager significantly reduces the time and effort required to accurately maintain an efficient repository of agreement data by introducing a standard shared workflow, allowing you to reconcile agreement data with your counterparty to create a golden source of data.

Once agreements are in a digitised format, data management is simplified and more streamlined. You can improve the speed that data flows into your collateral systems, enable greater accuracy and bilateral confirmed documents from a single source and eliminate disputes due to mismatched clauses or amendments.

Agreement Manager fact sheet

352.7KB • PDF

Reduce financial exposure by expediting agreement capture, amendment and creation

Remove agreement silos through increased transparency and control across the business

Significantly reduce operational costs

Reduce operational risk by leveraging a standard and consolidated workflow

Common source of data to feed all interested parties/systems

Digitise your documents
Analyse contracts at the click of a button
Integrate standard data into your downstream workflows
Take control of your day-to-day operations
Effectively manage your legal agreements and streamline negotiations with counterparties

We integrate with digitalisation providers to transform your agreements into organised and structured data.

Data stored centrally in Agreement Manager is instantly available across all of our services and permissioned partner applications.

Agreement Manager works between the Client and the Counterparty and also supports the Client Portal. There are 5 parts to the Agreement Manager.

Enables a standard, automated remediation process across any of your legal documentation.

Addresses specific questions about the data in a set of contracts, e.g. if an agreement contains IBOR related terms and requires remediation.

Amend documentation online simply and easily to ensure accurate data is quickly distributed across all your systems.

Integrate to internal and external upstream and downstream systems to enable low-touch STP and reduce disputes.

View all legal agreements in a user-friendly web-based browser.

Quickly create, view and amend term sheets and gain a central view of all your collateral and umbrella agreements.

Leverage the power of Agreement Manager. Once your documents are digitised, your agreements will:

Improve the speed that data flows into your collateral systems.
Enable greater accuracy and bilateral confirmed documents from a single source.
Eliminate disputes due to mismatched clauses or amendments.

Driving the derivatives industry forward

We offer more than just Agreement Manager. Find out how we can streamline your portfolio.

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