OneView – CBTW Inc.
The OneView portfolio lending module is a credit policy management, monitoring and simulation tool.
Comprehensive solution to control and monitor Lombard credit portfolio exposure and investments, integrated with Wealth Front office
Provide a full dashboard for credit risk managers to surpervise Lombard credit investements. Offers What-if functions for simulation and stress testing, integrated with Wealth Front Office Pre-Trade Compliance Check to guarantee exposure control and risk compliance.
Key Benefits
Fully customizable (Parameters, lending ratio, Data model, concentration rules, etc.)
Natively integrated with Wealth Front-Office and can also integrate with any bank’s system (Prices feed, etc.)
Manage full security requirements (Manager, Team, makers- checkers, etc.)
Features
Online updates and monitoring of collateral and exposure values, i.e. no need to wait for EOD reports.
Pre-trade (as opposed to post-trade) collateral checking.
Breaches and alerts could be integrated to other notification systems/channels.