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MarginCalculator

The Simple Solutions for Compliance with FINRA Rule 4210

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The clock is ticking on
FINRA Rule 4210 compliance

...that's if you work weekends!


TIME SAVER

"MarginCalculator replaced our clunky spreadsheets and significantly cut down the time we spend on margin calls.
I wish we had this years ago!"

Barbara H.,
Margin Department, Mid-Sized Broker / Dealer

System Overview

MarginCalculator is a web-based, interactive margin workflow platform for daily margining of covered agency transactions. 

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Broker-Dealer
Case Study
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Mortgage Originator
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About MarginCalculator

MarginCalculator is a web-based, interactive margin workflow platform for daily margining of covered agency transactions. We help you compute and validate margin requirements based on our decision analysis for exemptions and exceptions. 

A Simple Solution to Compliance

All broker dealers must measure and manage exposure on forward settling transactions. The rules, exceptions and exemptions are complex. Factors involving securities, counterparties, valuation and thresholds require layers of decision analysis. Participants trading in Covered Agency markets need a robust way to compute, validate and record new margin calls, ultimately ensuring compliance with new the rules and regulations.

 

Compute, Control & Comply

We help you compute and validate margin requirements based on a decision analysis for exemptions and exceptions. You maintain control with interactive monitors displaying aggregated exposure by counterparty and we inform you when margin is and is not required. We record activity and allow you to send margin call emails directly from the screen. Our simplified and cost-effective margin workflow platform will help you comply with regulations.

 

MarginCalculator Benefits

 

Computations

Cash and security margin collateral, deficient margin call aging, cash marked to Fed Funds Effective daily and more that will adjust to changes in FINRA rule when necessary.

Monitoring

Real-time updates (posted margin), including status of calls and disputes with summary and detail levels of exposure by Parent and Sub-accounts (credit accounts).

Communications

Enter customized notes on trades, margin calls, prices and send margin call emails directly from screen.

Pricing / MBS Data

ICE Data Services (Interactive Data) license and eMBS securities descriptive and factor data included.

Reporting

Over a dozen reports, including exposure, compliance, operations and auditing covering all your reporting needs.

Technology

Geographically remote, fully redundant data centers power the Matrix network for reliability, scalability, and peace of mind.

See if MarginCalculator 
is right for you

Schedule a Demo