Collateral Management Solutions

Transform your collateral management strategy with robust automation
Optimize operations
with robust automation and efficient handling of collateral
Inform decisions
with data-driven insights and comprehensive reporting
Mitigate risks
effectively while staying ahead of regulatory changes.

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.

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Centralize


  • Parametrization of Credit Support Annex (CSA) contract characteristics including:
    • Threshold
    • Minimum transfer amount
    • Haircuts
    • Eligible instruments
  • Standing Settlement Instructions
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Process


  • Make, receive and monitor margin calls with bilateral counterparts
  • Dispute management and escalation processes
  • Collateral eligibility
rocket

Automate


  • Validation of incoming collateral calls from bilateral counterparts
  • Enrichment and instructions of movements to third party custodians
investments

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

Contact us today

* Cloudmargin technology awards and recognition

 

Securities lending in 2025

The front-cover story in the current edition of Securities Finance Times features our Securities Finance leadership team offering their perspectives on the current state of Canada’s securities lending market.

4 min read

RBC Financial Markets Monthly

The May 2025 edition of Financial Markets Monthly from RBC Economics includes a forward-looking analysis of Canadian, US and international financial market trends.

5 min read

CAD shake-up: Navigating trade tensions through an FX lens

Over the past decade, FX markets have been defined by relative stability, supported by clear monetary policy guidance, predictable trade flows and strong economic linkages between Canada and the US. But that period of calm has given way to a new era of heightened volatility.

3 min read


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Get in touch with our team
for more information