Collateral Management

Drive enterprise-wide collateral management efficiency

Gain a real-time view of global inventory and exposures through intuitive dashboards. Generate efficiencies through margin automation, collateral optimization, life cycle management, settlement and connectivity with market infrastructure.

Streamline, automate and optimize collateral management

An enterprise-wide collateral management and optimization solution for cleared/bilateral OTC and exchange traded derivatives, securities lending and repo. With front- to back-office support for buy-side and sell-side, the system improves collateral efficiency and supports regulatory change.

Global Inventory Management

Real-time Exposure Management

Collateral Optimization

Settlement

Collateral Life cycle Processing

Reporting

Integrated front- to back-office support

Centralize your collateral management across business lines and asset classes with a single global solution for the full collateral life cycle.

Learn More About Collateral Management

Global Inventory and Exposure Management

Clearly see security and cash positions in real-time at multiple levels across business lines and asset classes
View and manage exposures and margining workflow for Securities Lending, Repo, Exchange Traded and OTC Derivatives and CCP collateral
Create and manage sophisticated eligibility/haircuts/concentration schedules and optimize collateral pledges and receipts

Trade Life Cycle Processing

Deal operationally with the increase in margin calls driven by central clearing and Regulatory Non-Cleared Margin Reform
Process trade life cycle events including mark to market, margin calls, trade amendments, corporate actions, returns, collateral substitutions, disputes etc.

Connectivity

Increase straight through processing through integration with a wide range of market infrastructure, electronic markets and utilities
Streamline tri-party collateral management with real time interfaces and messaging

Reporting

Query and report on a wide range of data to create custom reports and run automated scheduled reports that can be sent out by fax/email etc.
Deal with the burden of regulatory reporting mandates around collateral

See Product Specifications

Article

Securities Finance Technology Trends

Article

Self-Driving Collateral Management

White Paper

Pathways to Profit

White Paper

What are the Applications for Artificial Intelligence in Securities Finance and Collateral Management?

Article

Buy Side Collateral Management – Challenges & Solutions

Case Study

European Custodial Bank

Case Study

Global Inventory Management

White Paper

Global Inventory Management

Fact Sheet

Collateral Management Solution

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Communications Consulting Communications Consulting

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Professional ServicesProfessional Services

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

The right insights, right now

How can we help?

Become a Broadridge partner

Thank You

Talk to us

Thank You

Get client support

Thank You