Stream Credit Monitor

SunGard’s Stream Credit Monitor (formerly known as Margin Advisor) gives your firm the capability to recognize and manage your exposures in real-time while helping provide improved service to your clients. More than a margin call issuance tool, Stream Credit Monitor is a credit management solution that provides a wide array of warning and informational events, enabling you to evaluate risks and exposures while risk avoidance steps can still be taken. This workflow approach allows your firm to process vast quantities of your clients’ obligations automatically, leaving time to focus on the exposures and issues that are true exceptions.

Stream Credit Monitor:

• Offers a deep and customizable rule set that stores your firm’s credit policies
• Can process both Reg T and portfolio margin accounts
• Can perform a combined set of margin calculations using both risk-based, exchange-driven margin methods and strategy-based margin on non-derivative positions
• Can link accounts to summarize exposures and equity for a given client across the whole of the client’s investment accounts
• Can monitor counterparty exposure for the financing portions of the business, as well as collateral monitoring related to loans on listed and fixed assets
• Supports a wide range of investment types, exchanges and trading systems, as well as multi-currency transaction and requirement processing

Benefits of Stream Credit Monitor:

• Helps you act before exposures may be realized
• Provides a single platform, helping to streamline operations and reduce risk
• Helps you manage credit effectively across virtually all asset classes
• Is designed to adapt to your firm's specific requirements and credit policies
• Helps improve workflow

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