Our Solutions for Prime Brokers
News: TS Imagine to offer Cassini analytics to prime brokers & hedge funds
News: TS Imagine to offer Cassini analytics to prime brokers & hedge funds
Utilize flexible margin calculators to service prime brokerage clients and manage risk exposure across your client portfolio.
Client Margin Statements
Automate daily client margin reports. Send calculation results with rule, stress, VaR, and override level drill-down results to explain margin drivers.
Policy
Management
Configure policy templates and manage overrides based on position, sector, country, or policy rules across client tiers or specific accounts.
Risk & Exposure Management
Manage risk exposures across your client base and swiftly adapt margin policy parameters to mirror changes in clients’ risk profiles.
What-if Margin
for Clients
Enhance your clients’ trading experience with proactive analytics into the margin impact of new trading, portfolio moves, or position closeouts.
New Client
Onboarding
Experience a streamlined sales and onboarding process that includes rapid evaluation of your client’s potential portfolio margin under hypothetical scenarios.
Reduce development and operational costs
Save time and resources with out-of-the-box PB margin workflow solutions.
Reduce operational overhead with configurable reporting and margin analysis tools.
Client exposure management
Reduce counterparty risk across your client portfolio.
Swiftly adapt margin policies to mirror changes in the risk profiles of individual clients or market factors.
Get ahead
of yourself.
Proactively manage margin and counterparty exposures across your client portfolio using customizable house and regulatory margin calculators.
Enhance client experience
Differentiate from competitors by providing clients with margin analysis tools.
Equip clients with pre-trade margin, attribution, and optimization capabilities.
Manage counterparty and regulatory risk
Ensure compliance with credit or regulatory limits with real-time exposure management.
Proactively manage risk with automated altering and reporting of desk and client exposures.
“Cassini’s solution has transformed our approach to managing client risk, with its innovative margin and exposure calculations enabling quick assessments of IM for both current and prospective client portfolios through user-friendly UI screens. Cassini empowers us to uphold strong risk management practices while providing top-tier service to our clients.”
Front office risk manager
at a leading Prime Broker
Related Insights & Resources
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