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Brokerage
Client Margin & Financing Monitoring
Complexity
High
Timeline
8-12 weeks
Outcomes
4+
Challenge
Delayed visibility into margin utilization and potential calls, risking unsecured client positions and financial losses.
Solution
Real-time margin data integration with automated threshold monitoring, Record Alerts on client pages, and automated case creation for risk team.
Key Outcomes
- Real-time margin utilization visibility
- Automated margin call alerts
- Proactive risk management
- Reduced unsecured position losses
Tags
riskbrokeragemarginmonitoringalerts
Implementation Timeline
8-12 weeks
High Complexity