AcadiaSoft’s Relay service enables automation of email, spreadsheet and PDF exchange margin calls streamlined into your existing margin workflow – an ideal solution for clients that have not yet joined AcadiaSoft’s margin community.

Firms that sign up for Relay have the flexibility to sponsor non-STP clients onto AcadiaSoft MarginManager, underpinned by AcadiaPlus data and messaging (formerly MarginSphere®) with two options:

Option 1: Provide your clients with sponsored access to the MarginManager web-based portal to call and pledge margin calls and manage exceptions. Allowing for simple and fast onboarding, clients will have the ability to join the growing community of AcadiaSoft users.

 

Option 2: For clients that prefer to continue using existing proprietary methods of margin call notification, using sophisticated tools, AcadiaSoft can convert emails, statements and spreadsheets into an AcadiaSoft message format to flow directly into your instance of MarginManager.

Focus on Exceptions

Relay provides a low-cost solution to move all of your margin call processing to an exceptions only, low touch environment – across your entire product range including OTC-Bilateral, OTC-Cleared, Repo, TBA and Exchange Traded Derivatives.

By sponsoring your clients on to the MarginManager application, your firm can free up resources and significantly improve efficiency, client servicing and reduce error rates. The Relay sponsored approach is the fastest way to streamline your margin process.

MarginManager Workflow

How to Get Started:

 

Step 1:

Sign up for the Relay service via your Account Manager or contact info@acadiasoft.com.

Step 2:

Identify clients that would qualify for Relay (non-MarginManager counterparties), highlighting those most suited to be direct users of the MarginManager web portal and those most suited for conversion of existing manual communications (this must be a consistent format for each call) resulting in no change in their current call notification behavior.

Step 3:

Notify your client base that you are sponsoring them onto the Relay service. The AcadiaSoft team can help you with this communication and will set up short webinars for your clients to attend a demo of MarginManager showing its benefits and ease of use or work with you on file conversion for those clients identified as non-direct users.

Step 4:

Move to production and enjoy full STP among all your counterparties.