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
RBC Financial Markets Monthly
The January 2025 edition of Financial Markets Monthly from RBC Economics includes a forward-looking analysis of Canadian, U.S. and international financial market trends.
Market Services FX Spotlight
The January 2025 edition of Market Services FX Spotlight features global market news and insights from RBC Investor Services' FX Market Trading Desk.
RBC Quarterly Macroeconomic Outlook
RBC Economics presents an in-depth analysis of the key drivers of economic activity in Canada and the U.S., including global factors that affect near-term forecasts.