Your AcadiaPlus subscription includes connectivity to AcadiaSoft partners via “Access”. This unique integration layer provides interoperability with a range of partner services – helping to make your data work harder and smarter. We enable data-sharing with whichever partners you choose via one secure connection – giving you flexibility to use multiple third-party service providers and removing the need for you to manage individual technology upgrades, different integration formats or the risk of data leakage.

Partner services* available via Access span multiple functions across both Agreement Management and Risk applications.

Access: Agreement Digitization

Overview:

  • Access a range of digitization providers to transform your agreements into organized data. Your data will be stored centrally in AcadiaSoft’s AgreementManager at no additional cost and instantly available to both AcadiaSoft services and other Access partners.

  • AcadiaPlus is fully integrated to PwC’s eBAM service, Genpact’s Collateral Agreement and Reference Data Services (CARDS) and OpenRisk – a range of digitization providers that can meet your specific needs.

Key Features:

  • Machine learning data extraction.

  • Fast, electronic data capture across all types of collateral agreements and asset classes.

  • Ability to maintain and manage all documents in a centralized, single source electronic format.

Key Benefits:

  • Bring your agreements to life – move from a world where your agreements are static, siloed documents to one where their data is accessible to internal and external applications and validated by counterparty affirmation.

  • Easily review any trends and anomalies hidden in legacy agreements and prepare for re-negotiation in a consolidated view.

  • Simplify any future scoping and implementation of industry re-papering requirements.

  • Reduce operational overhead in time spent on capturing collateral agreement terms.

  • Fully integrated into AcadiaSoft AgreementManager ensures a complete STP workflow.

Access: Online Agreement Negotiation

Overview:

  • Negotiation of collateral documentation is time consuming and resource heavy – causing an enormous strain on large and small firms across the financial services landscape.

  • AcadiaSoft’s integration with negotiation platforms like ISDA Create means your data flows seamlessly from the negotiation process to AgreementManager – where it can be used to powers applications – and back again as necessary.

Key Features:

  • Online negotiation platforms allow firms to produce, deliver, negotiate and execute agreements in a collaborative and simultaneous environment.

  • Captures, processes and stores data from derivatives documents, establishing a complete digital record.

Key Benefits:

  • Online functionality makes the negotiation process more efficient and less time consuming from start to finish.

  • Provides powerful commercial, risk management and resource management functions, data and analytics.

  • Integration with AgreementManager removes the need for a post-execution transfer of data from negotiated documentation into internal systems and the chance of error during transfer.

Access: Initial Margin Optimization

Overview:

  • By leveraging Initial Margin (IM) Optimization services, your firm may be able to benefit from a significant reduction in the capital and funding costs of maintaining uncleared derivatives portfolios.

  • AcadiaPlus lets you share your IM data – including your Common Risk Interchange Format (CRIF) file and “IM tree” – with leading IM optimization service providers including Capitalab, Quantile and CME’s TriOptima.

Key Features:

  • AcadiaSoft integrates directly to service providers – removing the need for bespoke, point-to-point interfaces.

  • Data-sharing is managed to ensure that only relationships between counterparties participating in the partner’s service leaves AcadiaSoft.

  • AcadiaSoft enables analysis of your IM data across multiple optimization service providers.

Key Benefits:

  • Reduction of operational risks through process automation.

  • Flexibility of having your most current data always available when an optimization cycle takes place.

  • Information security – your firm’s portfolio data is within AcadiaSoft, removing the need for additional data transmission.

  • Reduced risk of data leakage – by limiting the data transferred to the data required for each service (e.g., to only the counterparties participating in a specific vendor’s service), Access cuts the risk sensitive data is exposed.

  • Access to a centralized run schedule for vendors that submit their calendar of IM optimization runs.

  • Analysis of your IM data overlaid with optimization runs, allowing visualization of exposure trends over time, benchmarking of vendor performance and comparison to industry averages.

    *Separate subscription to partner applications is usually required

Access: Pre-trade Initial Margin Analytics

Overview:

  • Access to pre-trade initial margin analytics is available through AcadiaPlus.

  • If you are a subscriber to Clarus Financial Technology’s CHARM analytics service, you can leverage the CRIF data that is already stored within AcadiaPlus.

  • AcadiaPlus clients do not require additional integration with Clarus for data-sharing, and once data transfer is authorized it can be made available immediately.

Key Features:

  • Clarus CHARM uses AcadiaSoft CRIF data to provide a start of day baseline of initial margin (IM) for each counterparty portfolio

  • Intra-day: Ability to enter a “what-if” trades and assess impact on IM

  • End of Day: Firms have a good estimate of the expected change in IM for each counterparty portfolio

  • Next Day: Start again with the reconciled AcadiaSoft CRIF data

Key Benefits:

  • Daily movement of CRIF data from AcadiaSoft to Clarus in a secure manner with no integration effort

  • Trade information is always in synch with a centrally-managed CRIF

  • Trading decisions can be made intra-day based on IM impact

  • Counterparties that are monitoring IM get an intra-day view of threshold limit impacts

  • Move to a more efficient post-trade infrastructure