### Our Solutions for Clearing Brokers

Enhance client services with intelligent margin analytics and ‘what-if’ tools.

##### Insight: Liquidity Preparedness for Margin and Collateral: Preparing for the Unpredictable

### Streamline the onboarding process for new clearing clients and boost client retention, all without the necessity for in-house development.

#### New Client Onboarding
Evaluate client portfolios before onboarding them for clearing services.

#### Pre-trade Margin for Clients
Help clients understand the margin impact of any new trade in real time.

#### End-of-Day Margin & Fee Statements
Calculate end-of-day initial margin for all clearing clients, automate end-of-day reporting processes, and lower operational costs.

#### Margin Drivers & Attribution
Equip clients with essential information to analyze their margin usage, saving client support teams time and cost.

#### Client Limit Management
Improve credit risk management and implement real-time limit checks to manage client exposure.

#### Reduce Development and Operational Costs
Save time and resources in client service teams by automating reporting and margin analysis with our margin analytics tools.

#### Operational Improvements
Increase the speed of client onboarding by quickly completing margin calculations on client portfolios with ‘what-if’ capabilities. Reduce reliance on other internal teams to calculate margin impact results.

#### Discover how Cassini’s tools aid clearing brokers in assisting their clients to comprehend and minimize their margin requirements.

#### Enhance Client Experience
Differentiate from competitors by providing clients with margin analytics tools, including pre-trade margin, margin attribution, and margin optimization.

#### Manage Counterparty and Regulatory Risk
Prevent breaches to credit or regulatory limits using real-time exposure management across your client portfolio. Provide internal teams with automated alerting and reporting of counterparty and regulatory limits.

## “As an industry, we have a long-held ambition to deliver collateral impacts and trade opportunities to the decision-makers in the front office. Our work with Cassini to develop Collateral+ to provide the intelligence and pre-trade knowledge to the desk enables State Street to deliver on this.”  
The Head of Collateral + APAC at State Street

### Margin Transparency: Regulatory Pressures and Strategic Solutions for CCPs and Clearing Members
→

#### August Market Volatility – Cross Asset Global Impact Triggered by an Unprecedented Interest Rate Shift  
Vardaan Kohli
→

#### Liquidity Preparedness for Margin and Collateral: Preparing for the Unpredictable  
Thomas Griffiths
→

#### Improve collateral resilience through analytics and optimization  
→

#### Collateral Resiliency: 3 Ways Pre-trade Analytics Can Address Risks for the Buy Side  
Liam Huxley

### We are the intelligent analytics integrated into prominent financial institutions, including: