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Enterprise Layer Intelligence
Categories/Tax & Accounting/CloudMargin
CloudMargin

CloudMargin

Founded 2014

Manage collateral and liquidity workflows in real time

You can use CloudMargin to centralize and automate collateral and liquidity operations across financial institutions. The system tracks collateral inventory, automates margin calls, and coordinates settlement instructions from front to back office. You can connect directly to custodians, central clearing counterparties, and major tri-party agents using built-in interfaces. By standardizing asset allocation rules, teams can monitor cheapest-to-deliver assets, maintain regulatory reporting requirements, and manage margin call disputes. It works across diverse instruments including derivatives, cash, and digital assets.

What CloudMargin does

Issue and confirm margin call agreementsAudit global collateral inventory in real timeConfigure automated tolerance and settlement rulesTransmit settlement instructions to custodiansReconcile trade records against clearinghouse positionsGenerate collateral audit and compliance reportsAutomates front-to-back margin call and pledge workflowsCalculates cheapest-to-deliver asset allocations automaticallyTracks firm-wide collateral inventory and holdings in real timeDirectly connects to custodians, central clearinghouses, and tri-party agentsGenerates automated regulatory and stakeholder compliance reportsTriggers settlement instructions with automated status monitoring

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CloudMargin, collateral management, margin calls, liquidity management, derivatives collateral, tri-party settlement, STP settlement, regulatory reporting, asset allocation, clearinghouses, inventory tracking, cash efficiency