Our Solutions for Clearing Brokers
Insight: Liquidity Preparedness for Margin and Collateral: Preparing for the Unpredictable
Insight: Liquidity Preparedness for Margin and Collateral: Preparing for the Unpredictable
Streamline the onboarding process for new clearing clients and boost client retention, all without the necessity for in-house development.
New Client
Onboarding
Evaluate client portfolios before onboarding them for clearing services.
Pre-trade
Margin for Clients
Help clients understand the margin impact of any new trade in real time.
End-of-Day Margin & Fee Statements
Calculate end-of-day IM for all clearing clients, automate end-of-day reporting processes, and lower operational costs.
Margin Drivers
& Attribution
Equip clients with essential information to analyze their margin usage, saving client support teams time and cost.
Client Limit
Management
Improve credit risk management and implement real-time limit checks to manage client exposure.
Reduce development and operational costs
Save time and resources in client service teams by automating reporting and margin analysis tools.
Operational improvements
Increase the speed of client onboarding by quickly calculating the margin on client portfolios with ‘what-if’ capabilities.
Reduce reliance on other internal teams to calculate margin impact results.
No error
for margin.
Discover how Cassini’s tools aid clearing brokers in assisting their clients to comprehend and minimize their margin requirements.
Enhance client experience
Differentiate from competitors by providing clients with margin analysis tools, including pre-trade margin, margin attribution, and optimization.
Manage counterparty and regulatory risk
Prevent breaches to credit or regulatory limits using real-time exposure management across your client portfolio.
Provide internal teams with automated alerting and reporting of counterparty and regulatory limits.
“As an industry, we have a long-held ambition to deliver collateral impacts and trade opportunities to the decision-makers in the front office. Our work with Cassini to develop Collateral+ to provide the intelligence and pre-trade knowledge to the desk enables State Street to deliver on this.”
The Head of Collateral +APAC
at State Street
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