Hazeltree Margin Manager™

Take control. Unlock Value. Perform

Can you monitor margin requirements across counterparties, and protect assets?

Hazeltree Margin Manager™ aggregates your margin reports across your counterparties and effectively consolidates each of your prime broker margin policies to independently confirm each margin call you receive.

Hazeltree Margin Manager lets you verify, meet, and manage their margin obligations across your counterparties and brokers. With a more accurate and independent understanding of all your margin positions, and a more efficient support for your trading activities, savings will add up.

  • Broad Connectivity: Direct connectivity to prime brokers and major commercially available software.
  • Greater Transparency: Centralized view of prime broker numbers to determine accuracy and enable actionable outcomes. Easy analysis of margin requirements.
  • Unparalleled Efficiency: Analyze all trading activities with sophisticated, multi-dimensional margin analytics.
  • High Scalability: Streamlined margin operations with unlimited capacity for additional prime brokers, portfolios and accounts.

Key Product Features

  • Dashboard view of margin requirements
  • Tools to verify prime broker margin calculations and manage
  • ‘Prime broker house’ or regulatory margining
  • Analytics to identify differences across prime brokers and other counterparties
  • Easy management of excess margin across primes

Key Benefits

Broad Connectivity

  • Direct connectivity to prime brokers and major commercially available software.

Greater Transparency

  • Centralized view of prime broker numbers to determine accuracy and take action
  • Easy analysis of margin requirements

Unparalleled Efficiency

  • Support all trading activities with sophisticated, multi-dimensional margin analytics
  • Single-click securities transfers

High Scalability

  • Streamlined margin operations
  • Automated workflows

A Single Platform to Manage Margin

$2tn

Total assets under
advisory management

200+

Global
buy-side clients

5+

Years
historical data

20+

Prime
brokers

Insights

Hazeltree Appoints Stephanie D. Miller as President and Chief Executive Officer to Accelerate Business Growth
Tesla Tops List of Most Shorted Stocks Again in August – HEDGEWEEK
5 Important Things to Know About Uncleared Margin Rules

UNLOCK MORE VALUE





    Discover the Difference Hazeltree Can Make