RISK & MARGIN SERVICES
Real‑Time Insight. Proactive Protection. Confident Decision‑Making. Looking to strengthen how your firm measures exposure, manages leverage, and protects capital in fast‑moving markets? Softek delivers real‑time risk and margin capabilities purpose‑built for active trading environments and institutional financing workflows.
POWERING RISK MANAGEMENT FOR MODERN FINANCIAL INSTITUTIONS
Softek’s Risk & Margin platform provides the speed, transparency, and depth required by broker‑dealers, prime brokers, hedge funds, proprietary trading firms, and stock loan & repo desks. Our system continuously ingests trading, market, position, and financing data to deliver a complete view of exposure across strategies, asset classes, and accounts. With real‑time margin calculations, configurable rules, and automated controls, your risk, operations, and compliance teams gain the oversight necessary to stay ahead of market moves while supporting clients and trading desks at scale. High‑velocity analytics allow you to monitor concentration, liquidity, leverage, credit usage, and portfolio‑level exposures—while margin engines ensure appropriate capital requirements in all market conditions.
CONTROL AND CONFIGURE
Designed to align with supervisory procedures, regulatory frameworks, and firm‑specific trading policies, Softek provides the flexibility to define exactly how risk and margin controls are applied.
Key capabilities include:
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Real‑time portfolio margin, strategy‑based margin, and SPAN‑style analytics
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Customizable firm‑specific rules for limits, concentration, and leverage
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Automated alerts for intraday breaches, exposure changes, or rapidly shifting risk
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Cross‑asset and cross‑account exposure aggregation
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Integration with clearing, prime brokerage, lending, and financing relationships
Your teams can configure margin methodologies, haircut schedules, scenario overlays, and liquidation protocols so that risk controls reflect your unique supervisory approach.
TRANSPARENT. REAL‑TIME. ACTIONABLE.
The outcome is a centralized ecosystem that empowers your firm to proactively manage risk, strengthen capital protection, and support more dynamic trading strategies.
You gain the tools to identify issues early, respond quickly, and maintain confidence in both normal and high‑volatility conditions.
KEY FEATURES
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Real‑time risk engine covering equities, options, futures, FX, fixed income & synthetics
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Portfolio margin, house margin, strategy-based margin & SPAN‑style calculations
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Dynamic stress testing, scenario analysis & “what‑if” modeling
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Intraday monitoring of exposure, leverage, credit usage & concentration risk
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Automated risk alerts and configurable escalation workflows
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Cross‑product and cross‑account exposure aggregation
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Margin impact modeling for new trades and pending orders
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Full integration with clearing firms, PBs, OMS/EMS systems & internal books
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Liquidation support tools for controlled risk reduction
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Complete audit trail and supervisory controls
BENEFITS
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Maintain real‑time visibility into risk across all positions and accounts
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Protect firm capital with proactive, automated margin controls
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Support greater trading velocity without compromising oversight
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Reduce operational load by automating risk checks and escalation
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Ensure compliance with internal policies & regulatory expectations
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Improve communication with traders, clients, and clearing brokers
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Optimize capital usage with accurate, transparent margin calculations
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Enable scalable growth across asset classes, volumes, and trading strategies
