Prospero’s Credit Management & Margin Trading solution lets financial companies set up and monitor all types of credit facilities, including loans, lines of credit and pledges. It integrates with orders for online monitoring and notification of breaches.

• Lets you create credit requests and route for approval
• Allows  you to trade on margin and monitor your risk
• Lets you create secured or unsecured loan facilities and credit lines and route for approval
• Configures advance and maintenance margins based on user-specified criteria
• Automatically performs credit checks when an order is captured
• Offer pre-trade and post-trade warning for breaches of credit lines, insufficient collateral or positions with liens
• Automatically routes order to the credit or compliance officer for approval if there is a credit breach
• Will not allow positions that are blocked for legal or compliance reasons to be transferred
• Lets you monitor credit lines and collateral
• Lets you create what-if scenarios to view the impact of an action on a credit situation
• Includes a flexible reporting feature that lets you create end-of-day and other reports
  
  

• Credit officers
• Compliance officers
• COOs
  
  

Our preconfigured models are programmed with specific parameters–in this case, pre-defined credit types, work flows for credit approvals, and advance and maintenance margins. These parameters allow you to experience Prospero straight “from the box” with little setup work required. They can be changed as needed.