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:
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- 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
6 themes for Canada’s economy in 2026
Exploring six critical themes shaping businesses in Canada in 2026: trade risks, demographic shifts, regional fragmentation, affordability challenges, monetary-fiscal dynamics and future economic opportunities.
5 themes for the US economy in 2026
Heading into 2026, the US economy is increasingly on track for a “stagflation lite” scenario. We explore the five main trends we expect in 2026.
RBC Monthly Forecast Update
The December 2025 Monthly Forecast Update from RBC Economics includes a forward-looking analysis of Canadian, US and international financial market trends.