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
Monthly Forecast Update – September 2026
The September 2026 Monthly Forecast Update from RBC Economics includes a forward-looking analysis of Canadian, US and international financial market trends.
Market & Regulatory Digest
The September 2026 edition of the Market & Regulatory Digest provides a concise scan of global regulatory changes and market developments from the past quarter.
Inside the fail regime for government bonds
The Government of Canada has initiated a structural change that may reshape settlement behaviour of its debt instruments. A formal fail fee framework will introduce financial penalties for failing to settle GoC bond and T-bill transactions if the framework is implemented following the trial period.