Credit officers sign a tripartite contract with the client and the broker. All terms and conditions stated must be properly documented and agreed upon.
To monitor clients’ actions and position.
To act according to clients’ position.
To manage end-of-day daily operations with brokers.
The Custodian Eye collects and stores all contracts separately and documents all agreed-upon terms and conditions.
Real-time monitoring tool for clients’ portfolios, which categorizes them according to their position within the risk zone.
The ability to perform required actions, such as margin calls, forced selling, collaterals request forms, etc.
Loads all daily transactions that need margin lending per broker. Selects the approved transactions to be financed. Re-calculates clients’ portfolio and cash position based on transactions and close price.
