MarginCalculator is a web-based, interactive margin
workflow platform for daily margining of covered agency transactions. We help you compute and validate margin requirements based on our decision analysis for exemptions and exceptions. 

MarginCalculator offers a cost-effective, efficient alternative to costly internal development or error-prone spreadsheets. With no installation or integration work required, say goodbye to the hassles of maintenance and upkeep and stay ahead of regulatory requirements.

• Customize the minimum transfer amount for counterparties and send margin calls with a click
• Upload new TBA, specified pools, Agency MBS and CMO transactions daily with simple FTP drop copies
• All positions and margin collateral are automatically marked daily with independent pricing provided by ICE Data services and cash is marked daily at the Fed Funds Effective Rate
• Robust reporting capabilities provide on demand and batch reports detailing a multitude of data sets
• Demonstrate to FINRA auditors that you have an auditable system in place to comply with Rule 4210
• Interest calculations and reporting capabilities

To request a system demonstration, please complete the form on this page.