AcadiaSoft partners with two consultancy firms for uncleared margin rules compliance

AcadiaSoft, a provider of risk and collateral management services for the non-cleared derivatives community, has joined new partnerships with collateral management consultancy firms Margin Reform and Margin Tonic. 

The partnerships will assist clients with Uncleared Margin Rules (UMR) compliance.

“The final initial margin phases will fall on mostly smaller firms with limited internal resources to manage all of the moving parts of UMR compliance,” says Fred Dassori, head of strategic development at AcadiaSoft. “We’re pleased to make it simple for our clients to access the expertise of both Margin Reform and Margin Tonic as we navigate the IM rules, addressing challenges and finding solutions together.”

Margin Reform advises clients on strategy, insight, and delivery across derivatives, repo, and securities lending for the margin, collateral, and legal domains. Margin Tonic helps clients define, deliver, and accelerate high-quality change within collateral and post-trade domains. The partnerships will give clients access to a suite of UMR educational workshops, analysis, strategy advice, IT and operational change delivery, project management and training.

“Our partnership with AcadiaSoft enables us to provide clients with a unique one-stop-shop for UMR compliance by bringing together two teams of collateral experts,” say Shaun Murray, managing director, CEO of Margin Reform. “Working together, we will help firms design and structure an approach to ensure a smooth ride towards UMR compliance.”

“AcadiaSoft has expanded the collateral industry’s central hub of technology solutions over the past ten years and continues to play a crucial role as the industry grapples with rising collateral costs and pending regulations,” says Chris Watts, co-founder and director of Margin Tonic. “Our partnership will help clients accelerate their collateral transformation objectives, covering both IT and operational change, via our suite of expertise-led consultancy services.”