Services
At RBC Investor Services, our cloud-based Collateral Management solution combines exceptional client care with deep market expertise and award-winning* technology to deliver innovative solutions that enhance performance and foster long-term growth for our clients.
Centralize
- Parametrization of Credit Support Annex (CSA) contract characteristics including:
-
- Threshold
- Minimum transfer amount
- Haircuts
- Eligible instruments
- Standing Settlement Instructions
Process
- Make, receive and monitor margin calls with bilateral counterparts
- Dispute management and escalation processes
- Collateral eligibility
Automate
- Validation of incoming collateral calls from bilateral counterparts
- Enrichment and instructions of movements to third party custodians
Optimize
- Inventory availability
- Waterfall selection of preferred assets to pledge
Core features
- Custodian-agnostic operating model for effective collateral management
- Unified workflow integrated with market utilities such as AcadiaSoft MarginSphere for enhanced automation
- Exception-based workflow
- SWIFT-based messaging
Find out how our cloud-based solution can help you manage complex regulatory and market demands
* Cloudmargin technology awards and recognition
Insights
5 bright spots in Canada’s economic forecast
RBC Economics presents an in-depth analysis of the key drivers of economic activity in Canada and the US, including global factors that affect near-term forecasts.
The future of pension plan management
Canadian pension plans are no strangers to transformation, but it has become clear that long-term trends are impacting them in new ways. This report outlines three areas where plans should adapt to remain resilient and future-ready.
RBC Monthly Forecast Update
The June 2025 Monthly Forecast Update from RBC Economics includes a forward-looking analysis of Canadian, US and international financial market trends.