A record number of in-scope firms face new requirements to calculate and monitor Initial Margin (IM), and for those where IM is expected to exceed regulatory limits, they must also sign new legal documentation, open custodian accounts and prepare to exchange collateral. Let OSTTRA guide you through the seven steps.

We can help you prepare, providing a complete set of tools for IM calculation, monitoring, margining, settlement, dispute management and backtesting – automated and seamless – UMR untangled.

Take control of your UMR preparations and simplify the steps to achieve compliance with our proven solution.

Contact us at info@trioptima.com to arrange a call and start your planning today.