Prime Services Intelligence
Drive Smarter Practices for Trading, Financing, and Client Profitability
Surface key insights within your clients’ portfolios, their composition, and liquidity
Efficient use of collateral and funding combined with transparent, dynamic client pricing are key enablers for Prime Services teams to reduce costs, increase margins, and create profitable client relationships.
With a full suite of analytics capabilities, Transcend Prime Intelligence surfaces actionable insights required to optimally finance, hedge, and manage the business.
Key Benefits Include:
- Greater client profitability through active management of client scorecard
- Increased internalization both within the Prime Business and throughout the firm
- Lowered funding costs
- Improved utilization of hard-to-borrow securities
- More strategic client billing practices
Our Capabilities
Transcend Prime Intelligence offers an integrated suite of customizable analytics that empower the business with meaningful insights. Pick and choose the capabilities that matter most to your firm.
Sources and Uses of Collateral
Trace the lineage of collateral from firm and client activity and the utilization of that collateral to more effectively fund the business, leverage HTB securities, and drive internalization.
Sources and Uses of Funding
Understand the utilization of unsecured funding and the underlying costs associated with how the funding is used to finance each client’s business.
Sources and Uses of Swaps
Integrate swap portfolios into Transcend and link cash security hedges to fund Delta One trading more effectively.
Transfer Pricing
Seamlessly allocate the costs of various financing activities to pricing practices and incentivize smarter trading decisions.
Client Scorecard
Gain a clear view into client portfolio composition, funding requirements, internalization, and revenue generation to analyze a client’s contribution to the bottom line.
Asset Based Financing
Systemically adjust margin lending rates and calculate interest based on the composition of each client’s portfolio.