Buyside Fintech

Directory · Middle and back office

Collateral and margin

40 products carry this category. Categories are tags, so several of these also appear elsewhere.

Collateral and margin products

40 PRODUCTS

1Token CAM1TokenTracks collateral positions and margin utilisation across exchanges and custodians for digital-asset funds, allocators, lenders and prime brokers.Collateral and marginRisk analyticsPortfolio monitoringBaton COREBaton SystemsPayment and settlement orchestration across FX, liquidity, payments and collateral, with real-time visibility and programmable settlement controls.Trade settlementTreasury and cashCollateral and marginCore-CollateralBaton SystemsOptimizes collateral allocations and speeds movements across clearing counterparties and custodians; the client base named on the site is predominantly large banks rather than buy-side firms.Collateral and marginTrade settlementTreasury and cashBitGo Custody and Prime ServicesBitGoRegulated digital asset custody paired with a prime offering that ties trading, financing, collateral management and settlement together for institutional holders.Prime brokers and custodyCollateral and marginTrade settlementCollateralONEBNYBuy-side collateral, financing and liquidity ecosystem inside BNY Margin Services, alongside triparty collateral management, segregation and Margin Direct.Collateral and marginPrime brokers and custodyCapitolis Portfolio OptimizationCapitolisOffsets redundant positions across counterparties to cut capital and collateral requirements, with a separate capital marketplace connecting banks to institutional investors.Collateral and marginRisk analyticsCassini Margin and Collateral IntelligenceCassini SystemsPre-trade and post-trade margin analytics and collateral optimization for cleared OTC, bilateral OTC and listed derivatives, sold heavily to hedge funds and asset managers.Collateral and marginRisk analyticsCloudMarginCloudMarginCloud-native SaaS collateral management workflow used by asset managers, pensions, insurers and hedge funds to run margin calls end to end.Collateral and marginClearLoop NetworkCopperCollateral mobility network for digital assets that lets funds keep collateral in custody while margining across trading venues and prime brokers.Collateral and marginPrime brokers and custodyCopper Qualified Custody and ClearLoopCopperInstitutional digital asset custody with collateral management, financing and the ClearLoop network for settling against exchanges without moving assets out of custody.Prime brokers and custodyCollateral and marginTrade settlementMiddle Office ServicesCSC (Corporation Service Company)Outsourced trade settlement, confirms and OTC verification, collateral management, P&L and cash reconciliation for fund clients.Managed servicesTrade settlementReconciliation+2ElwoodElwood TechnologiesModular digital asset OEMS covering execution, portfolio, risk, collateral and reconciliation for professional institutions.Execution managementOrder managementRisk analytics+1EquiLend Post-Trade SuiteEquiLendSecurities finance post-trade services including the Risk Resolution Suite, Settlement Monitor and an Enhanced SSI Repository that accepts SSI input directly from custodians or buy-side clients.Trade settlementCollateral and marginFIS Post Trade Processing PlatformFISCloud post-trade platform covering settlement, middle office, accounting, corporate actions and collateral across securities, derivatives and tokenized assets; this is the former Torstone Technology platform, whose site now redirects to FIS.Trade settlementPortfolio accountingCorporate actions+1FIS Post Trade Processing Platform (formerly Torstone)FISCloud SaaS post-trade platform that folds corporate actions in with settlement, accounting, securities lending and collateral; formerly sold by Torstone Technology, which FIS now owns.Corporate actionsTrade settlementPortfolio accounting+2Fordefi MPC Wallet PlatformFordefiSelf-custodial multi-party-computation wallet and policy engine with built-in trading and exchange connectivity, used by hedge funds, market makers and asset managers.Prime brokers and custodyCollateral and marginHazeltree FinanceHazeltreeTreasury and liquidity platform for alternative managers whose Finance and Margin Replication modules cover securities finance, margin and collateral across prime brokers.Collateral and marginTreasury and cashPortfolio monitoringHazeltree TreasuryHazeltreeCloud treasury, liquidity, sweeps and securities-finance platform built specifically for hedge funds, private markets firms and fund administrators.Treasury and cashCollateral and marginHazeltree Treasury and Portfolio FinanceHazeltreeConsolidates cash, collateral, margin, securities finance and rates data across every prime broker, counterparty and custodian a fund uses, so funding and borrow decisions run off one normalized set of numbers.Prime brokers and custodyTreasury and cashCollateral and marginHQLAxHQLAxDistributed-ledger platform that transfers ownership of collateral across custody pools without moving the securities; shareholders include JPMorgan, Goldman Sachs, HSBC, BNY, BNP Paribas and UBS.Collateral and marginTrade settlementIVP Treasury ManagementIndus Valley PartnersSingle platform for cash forecasting, collateral and margin, FX hedging and financing for hedge funds and asset managers.Treasury and cashCollateral and marginICE Market Price Valuation (MPV)Intercontinental ExchangeIndependent valuations for OTC derivatives across commodities, credit, equities, FX and interest rates.Pricing and valuationRisk analyticsCollateral and marginOutsourced Middle Office ServicesIQ-EQTrade capture, shadow books, reconciliation, cash and collateral management run inside the client's own OMS/PMS rather than a proprietary platform.Managed servicesReconciliationFund administrators+1J.P. Morgan Margin ServicesJ.P. MorganFully outsourced, custodian-agnostic collateral management for buy-side firms, centralising agreements and eligibility and automating the margin lifecycle.Collateral and marginPrime brokers and custodyManaged servicesKayenta Treasury Management SystemKayentaHedge-fund treasury system covering financing wallet, stock-loan benchmarking, billing compare and cost attribution.Treasury and cashCollateral and marginAcadiaLondon Stock Exchange Group (LSEG)Industry margin utility (Margin Manager, Collateral Manager, Agreement Manager, IM Exposure Manager) that moves margin calls between counterparties; formerly AcadiaSoft, acadia.inc now redirects to LSEG.Collateral and marginRisk analyticsMX.3 for Collateral ManagementMurexModule of the MX.3 platform running variation and initial margin through settlement, with cheapest-to-deliver collateral allocation and a real-time global inventory.Collateral and marginRisk analyticsOrder managementOSTTRA triResolve MarginOSTTRAAutomated margin call calculation, dispute resolution and settlement across bilateral OTC, cleared, repo and exchange-traded derivatives; the former TriOptima service.Collateral and marginReconciliationCollateralConnectPirum SystemsSecurities finance automation hub whose CollateralConnect module handles exposure, margin and collateral across the securities lending and repo lifecycle.Collateral and marginReconciliationQuantifi Risk ManagementQuantifiUnified market, counterparty, liquidity and credit risk view for investment managers trading credit and derivatives.Risk analyticsPricing and valuationCollateral and marginRipple PrimeRippleThe prime brokerage formerly named Hidden Road, now owned by Ripple, offering cross-margined clearing and financing across digital assets, FX, metals, derivatives and repo with tri-party custody support.Prime brokers and custodyCollateral and marginTrade settlementSernova Clearing, Collateral and Risk InfrastructureSernova FinancialShared-utility post-trade infrastructure for cleared and OTC derivatives covering clearing, collateral and risk, sold to banks, brokers, hedge funds and proprietary traders.Collateral and marginTrade settlementMargin & Cost Optimization (MaCO)Siman SystemsReplicates and optimises prime broker, OTC and exchange margin, with real-time cash reporting; the site states it is now part of Hazeltree Fund Services.Treasury and cashCollateral and marginSmart ReconciliationsSmartStream TechnologiesHigh-volume reconciliation and exception management for cash, securities and settlements, with an AI layer the vendor calls Air.ReconciliationTrade settlementCollateral and marginTaurus-PROTECTTaurusEnterprise custody platform with hot, warm and cold storage and granular governance rules, sold to banks, broker-dealers and market infrastructures rather than direct to funds.Prime brokers and custodyCollateral and marginOpenGammaTrading Technologies InternationalDerivatives margin analytics and capital optimization for hedge funds and commodity trading firms; acquired by Trading Technologies on 17 December 2025 and being folded into the TT platform.Collateral and marginRisk analyticsTranscendTranscend Street SolutionsCollateral optimization and eligibility modules (Buyside Central, CCP Central, Eligibility Central, Cross Triparty Optimization) plus liquidity and inventory intelligence; still independent, backed by a 7RIDGE Series B.Collateral and marginTreasury and cashCollineVermegLong-standing web-based collateral platform covering derivatives, repo, securities lending, TBAs and ETDs for banks, asset managers and servicers.Collateral and marginMegaraVermegModular post-trade suite for custodians, depositories and clearing houses whose modules include corporate actions, settlement, collateral and fund administration.Corporate actionsTrade settlementFund accounting and NAV+1i-RecsWatson Wheatley Financial SystemsReconciles positions, balances, trades, cash flows and P&L for hedge funds and commodity traders, and claims full margin-account reconciliation for listed and OTC derivatives.ReconciliationCollateral and margin

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