Digitized Eligibility Management

ANALYZE LEGAL AGREEMENTS & COLLATERAL ELIGIBILITY

Q

Identify the Best Collateral to Meet Obligations

 

A digital agreements strategy is essential to de-risk and optimize financial results. Transcend’s Eligibility Management solutions ensure full funding capacity and validate legal compliance on a pre- or post-trade basis.

 

  • Empower smarter trading decisions by identifying acceptable collateral types, with associated margins and constraints, and analyze collateral schedules in real-time
  • Reduce time and errors by eliminating the manual process of seeking and analyzing agreements, and connect them to the trades they govern
  • Utilizing detailed agreements data at your fingertips, identify which clients are giving you the best terms, and reward them with the best trades

POWERFUL ANALYTICS

Analyze agreement data, from acceptable collateral types to constraints around ratings, maturity, index composition, etc., to various forms of concentration limits

FLEXIBLE CONNECTIVITY

Ingest collateral eligibility schedules such as automated connectivity with tri-party agents and CCPs

REAL-TIME VALIDATION

Confirm collateral eligibility in real-time to not only assess funding capacity but also enforce compliance with your client’s instructions and related legal agreements

BESPOKE DASHBOARDS

Empower stakeholders with a customizable view of terms embedded in various agreements

PROACTIVE RISK MITIGATION

Lower your clients’ risk by eliminating allocation errors and resolving exceptions before they get reported

Ready to digitally transform your Eligibility Management and agreements strategy? 

Request a demo today to learn how Transcend’s Digitized Eligibility Management solutions can help.