Margin and Finance Management

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

Stay on top of margin and financing costs

For hedge funds and prime brokers, managing the costs associated with margin, stock borrowing and financing is a major challenge. Without transparency into margin and fee calculations, you may not realize how much incremental profitability is being chipped away. Advent offers solutions that bring unprecedented transparency and improved accuracy for the benefit of all parties. Funds can minimize their costs, while prime brokers can offer a more competitive service.

TOP THINGS TO KNOW

1
In a multi-prime environment, our solutions level the playing field, allowing side-by-side comparisons of collateral requirements and financing costs.
2
Incremental savings on margin and financing costs can add substantially to a hedge fund’s bottom line.
3
With the mandates for central clearing and OTC derivatives in Europe and the US, hedge funds and their brokers need to pay closer attention to collateral management. And they need technology solutions to help.
4
Our solutions help fund managers validate the accuracy of debit financing and borrowing charges, as well as margin requirements, by replicating broker and clearing house calculations.

FEATURES YOU'LL NEED

Increased transparency into margin and financing calculations
Ability to manage financing costs, stock loans and margin commitments across multiple counterparties
Ability to accurately replicate counterparty margin and financing calculation methods
Optimized placement of assets by counterparty to reduce margin commitments
Side-by-side counterparty comparisons to avoid overcharges

MORE FEATURES

Support for all margin and financing calculation models and methodologies
Reduced operational risk with automated identification and resolution of breaks
Automated aggregation of margin and financing cost data across multiple counterparties
What-if capability to compare and generate position moves required to achieve the best margin or financing costs

Featured White Paper

The Impact of Centralized Derivatives Clearing

ADDITIONAL RESOURCES

Syncova Demo
Syncova Product Brief

Next Steps

Want to know more? Talk to one of our solution specialists. No sales pitch, just straight answers. We'll listen and help you determine if our solution fits your needs.

Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

Email Us: info@advent.com