ADVISORY SERVICES

Cleartrack offers an agility suite of advisory services & process tools
Clients supported by our vision & workstreams achieve optimal efficiency which allows their attention to focus on growth opportunities
To help track the reform and its impact to institutions: Buyside, Sellside,SEF's, CCP's. Middleware Providers,SDR's
Help organizations line up their compliance mandates
Engage/Partner with Law /audit firms to provide a holistic and macro level view of the impact

BUSINESS ADVISORY - ESTABLISH & MAINTAIN YOUR COMPETITIVE EDGE

Cross margining relief analysis across products at specific clearing houses & globally
Transaction costs analysis & operational efficiency review
Scalable solutions that mitigate operational risk in migration to smaller ticket sizes
Client clearing risk monitoring & identification of critical exposures cross market
Clearing Broker / FCM strength & stability monitoring
Active portfolio netting benefits in position transfer / portability
Collateral optimization solutions: CTD sourcing & haircut volatility driven
Collateral control: internal repo desk development for yield enhancement & cost containment
Dynamic Collateral eligibility matrices
Futurization of Swaps- Impact to the existing business and go to market strategy. Execution strategy to enable clearing investment recoupment
Margin requirements across multiple clearing houses, with recurring review to limit credit exposures

OPERATIONAL ADVISORY:

Process review across middle office processes across multiple business & product lines:
Business Lines: Prime Brokerage, Futures, Execution business
Product: Fixed Income Derivatives, Futures, Equity Derivatives, FX
Function: Onboarding, Connectivtiy, Trade Processing, Margin, Collateral,Reporting, Settlements

TECHNOLOGY ADVISORY:

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