Competitive Analysis for Hedge Funds

A Clear View of the Hedge Fund Treasury & Margin Technology Landscape

An independent comparison of platforms supporting hedge fund liquidity, margin, and financing operations.

Hedge fund treasury operations are defined by complexity: multiple prime brokers, constant margin movements, real-time funding decisions, and tight operational risk controls. Yet many technology platforms address only fragments of this workflow.

This Competitive Analysis Guide provides a side-by-side view of how leading hedge fund treasury and margin platforms compare across the full lifecycle — from cash and liquidity management to margin replication and reconciliation.

What You’ll Learn The guide evaluates platforms across core hedge fund requirements, including:

• Independent PB margin and financing replication
• Pre- and post-trade PB optimization
• Exchange, OTC, and repo margin calculations
• Cash and liquidity management across counterparties
• Wires, transaction files, and reconciliation workflows
• Stress testing, swap resets, and counterparty analytics
• Security, certification, and enterprise-grade infrastructure