Lending Against Securities
An integrated collateral and loan management solution that helps financial institutions reduce the operational risks of lending against securities.
Collateral and loans on one dashboard
To lend against collateral efficiently, portfolio managers need up-to-date accounting and asset performance information that keeps the portfolio healthy and helps it grow.
MoneyWare automates the trade life cycle for securities, with a unified dashboard to monitor assets. It is available as a stand-alone collateral solution or combined with loan management.
Built for
- Banks and investment banks
- Brokers and agents
- Hedge funds
- Third-party lenders
Collateral management
Valuation, margin and risk controls for securities-backed lending.
Real-Time Margin Calls
See real-time margin call status on all devices.
Integrated Workflow
Automate processing through an integrated workflow.
Self-Service Reporting
Use self-service reports, automatic alerts and report scheduling.
VaR-Based Risk
Assess and monitor risk on a Value at Risk framework with stress testing.
Multiple Collateral Types
Manage equity, mutual funds, fixed income, real estate, commodities and other collateral.
Valuation & Monitoring
Value collateral and monitor it in real time with user-defined, rule-based controls and margin monitoring.
Loan management features
Loan Types
Handle term loans, lines of credit, portfolio leverage, equated instalments and structured loans.
Interest Tracking
Track interest and loan ageing.
Fees & Penalties
Manage fees and penalties.
Limit Monitoring
Monitor limits and their usage.
Rules Engine
Apply a robust rules engine across lending operations.
Unified Dashboard
Monitor collateral and loans from one dashboard view.
Outcomes for lenders
Increase Operational Efficiency
Streamline and standardize collateral and loan information monitoring.
Mitigate Risk
Reduce the risk of unexpected changes in credit and in collateral valuations due to adverse market prices.
See Your Exposure
Get a clear view of your firm’s exposure and optimize collateral use across multiple lenders.
Process Lending at Volume
Trade, process and settle high volumes of lending transactions more quickly and efficiently.
Related Solutions
Lending Against Securities connects with custody and portfolio operations.
See Lending Against Securities in Action
See how MoneyWare can support collateral valuation, margin monitoring and loan servicing.