STOC Wealth Management provides a bank with an application and centralized database with all the required entities and data points to support the bank’s collateral management process and also to monitor and manage all aspects of liquid collateral (equities, bonds, cash etc), and the extent to which exposures are covered by the value of the
STOC Wealth Management provides a bank with an application and centralized database with all the required entities and data points to support the bank’s collateral management process and also to monitor and manage all aspects of liquid collateral (equities, bonds, cash etc), and the extent to which exposures are covered by the value of the collateral.
The system has multiple user defined controls to apply bank policy for collateral eligibility.
Data entry is facilitated and integration with other systems is achieved through standard APIs.
Calculate a customer’s position and monitor the value of the collateral against exposure
Facilitates the compliance with regulations such as Reg 23 A/B, Reg U
Provide dashboard controls to monitor work in progress
Qualify customer borrowing capacity by calculating excess collateral pledged or unpledged.
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