MONITOR EXPOSURE AND ASSIST CLIENT TRANSACTIONS

RMS for Custodians and Primes allows you to centralize and oversee both intraday and overnight risk exposure for your clients. It collects essential data to provide a comprehensive view of transactions.

Margin financing is simplified.

RMS assesses your clients’ current buying power based on the value of settled transactions (on and off-exchange) and collateral within their portfolio.

Settlement transactions can be either executed in the market or held back according to established limits.

All monitoring parameters and limits can be customized to meet your requirements.

Key features include:

• Transaction capture (including securities settlements, cash flows, and collateral movements)
  
• Portfolio building
  
• Value at risk (in partnership with Raise partners)
  
• Credit limits
  
• Settlement transaction control

• Analytics
  
• Alerting