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

 

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