DerivativeEDGE
Features of our online loan management software
Our configurable dashboards give users the ability to view the data sets that are most important to them and easily change that view on demand.
Visualize your loan portfolio for faster, more informed decision-making. Beautiful charts that are savable for use in fund reporting, investor reporting, or internal reporting.
A powerful, searchable abstract of your closing binders that enables users to expand loan terms and quickly drill down to the loan documents in seconds.
Create a timeline for all reporting requirements for the life of the loan, and easily send reports within the application.
An interactive timeline that shows all events over the life of a loan. Easily comment and collaborate on any loan within a portfolio.
The most robust platform to manage your derivative trading portfolio. Built in the cloud and packed with powerful features.
A highly-customizable workflow engine to fit your needs
Built-in CRM functionality to help you manage your derivative pipeline
No added cost to access real-time market data and analytics to value trades, estimate potential future exposures and calculate CVA
Real-time connectivity into a Swap Data Repository (SDR) for reporting of real time (RT), primary economic terms (PET), and continuation data required under Dodd-Frank
Decimate time spent on monthly reporting and reconciliation processes
All the critical information about your portfolio is at your fingertips. Stay in control and fully-informed at every step of the trade life cycle.
Quickly generate client presentations and term sheets
View actual and projected revenue in real time
Foreign Currency Account StatementsSettlement and Reset notices
Mark-to-Market statements
Drill-down to every cashflow, payment, and reset
Verify option expiry dates in real time
Produce regular and ad-hoc reports to support your monthly accounting and daily processing activities
Independent third party portfolio valuation reports
Track and fulfill Dodd-Frank pre-trade compliance requirements with ease, and use a workflow engine tailored to your own firm’s approved procedures
Manage trade and counterparty documents in one convenient location
Easily generate legal documentation such as ISDA documents and bilateral terms of business or swap customer agreements with your end users
Perform pre-trade verification based on your customized rules-based workflow
Auditable and robust system of record with comprehensive security and full, out of region disaster recovery capabilities
We offer free consultations and platform demos.
