Streamline

Margin Manager

Automating the margin call process.

Bringing margin transparency to a global community

Margin Manager is the industry-standard messaging application, covering a broad range of asset classes and workflows. It enables pledge and receive margin messaging, fast dispute resolution, full audit trail, and integrates to our other applications, internal and vendor collateral management systems.

Unleash the power of automation

Margin Manager enables real-time transparency into every margin call status and dispute reason. Used by the majority of firms that exchange margin, we work with the industry via its working groups to continually improve and expand its usability.

We work closely with our clients to help reduce manual intervention, enabling a focus on exceptions. Firms can aim to have full counterparty coverage on Margin Manager when they use the Relay programme.

Margin Manager covers various agreement types across OTC bilateral, OTC-cleared, exchange-traded derivatives, repo, MSFTA, securities lending and borrowing. It is the industry standard for margin call management used by a global network of firms.

Watch your efficiency and operational alpha soar

Combine Margin Manager with our Data Exploration and Analytics platform to understand your own operational performance in much more detail and compared to a group of your industry peers on a blind basis. 

Features & benefits

Eliminate emails and reduce operational risk

Payments Manager

Add ALt text here

Payments Manager can now be accessed via Margin Manager to enable bilateral confirmation of derivatives trades and securities payments.

Coverage

We now cover a wide range of additional workflows

Margin call workflows

  • Securities lending
  • Cleared instruments
  • Repos
  • TBAs
  • Futures

Payments Manager derivative trade payments

  • Swaps
  • Rates
  • Credit & equity
  • CFDs

Payments Manager securities payments

  • Interest statements
  • Coupons
  • P&I
  • Maturity
  • Manufactured income
  • Corporate actions

 

Substitutions Workflow

Support across all collateral agreement types and ability to recall multiple assets quickly.

Driving the derivatives industry forward

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

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