Workflow Suite

Monitor, test, calculate, and report on all aspects of margin and collateral management

Embrace automated collateral and margin management

Join over 2,000 firms in automating the margin and collateral management process across your portfolio

Our Workflow Suite dramatically improves your STP and reduces costly disputes. We provide an integrated process across asset types and workflows.

Workflow Suite Solutions

Margin Manager

Margin Manager processes over 14 million margin calls per year in a standardized format, with seamless connectivity across all your counterparties.

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Collateral Manager

Integrate with Agreement Manager and Margin Manager to ensure a seamless approach to collateral management and settlement across multiple asset classes.

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Relay

Relay eliminates margin related emails from the back office by converting manual client margin calls into an electronic message.

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Payments Manager

Payments Manager integrates with Margin Manager to ensure a seamless approach to the pairing, reconciliation and finalization of payments.

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Collateral Validation Service

The Collateral Validation Service provides an automated, comprehensive process for ensuring that collateral received complies with your schedules, policies and regulation. The Service provides the tools for a scalable system that creates an effective counterparty risk management strategy.

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Settlement Manager

Settlement Manager allows the simplification and streamlining of the settlement process for all parties involved. Leverage Margin Manager investment by adding Settlement Manager to settle the transactions and improve settlement efficiency.

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Risk Services Suite

Our Risk Services Suite (RSS) provides a standardized approach to UMR compliance. You benefit from a single contract, cost effective set price, connectivity to all Phase 1, 2, 3 and 4 firms, and access to the entire Acadia community.

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UMR Collateral Suite

A complete solution to comply with uncleared margin rules, combining the best of AcadiaPlus initial margin tools with Collateral Manager.

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UMR Collateral Suite

A complete solution to comply with uncleared margin rules, combining the best of AcadiaPlus initial margin tools with Collateral Manager.

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Unlock a trading edge with Quant Services

Our highly experienced team is focused on delivering solutions for demanding projects in the areas of quantitative analysis, risk management and model validation. Visit Quant Services to find more about how your firm can leverage the Quant team at Acadia.

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