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.
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OneView – CBTW Inc. The OneView portfolio lending module is a credit policy management, monitoring and simulation tool. View factsheet CBTW logo Request A Demo OneView Dashboard 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.) Lorem ipsum dolor Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Features Online updates and monitoring of collateral and exposure values, i.e. no need to wait for EOD reports. Learn more Pre-trade (as opposed to post-trade) collateral checking. Learn more Breaches and alerts could be integrated to other notification systems/channels. Learn more AI Readiness Streamlining data access and automation with real-time AI. Learn more Request a Demo Driving Innovation AI to streamline tasks and enhance data integration across hybrid environments. Securing Data Automate compliance to ensure data integrity and reduce manual effort. Resources Request a Demo Lorem ipsum The Accelario Advantage – A Modern Approach to Data Management Accelario’s AI-powered platform redefines how financial organizations manage test data by integrating cutting-edge technologies with practical solutions. – Speed & Accuracy: Rapid provisioning ensures data is available instantly, eliminating delays and aligning with CI/CD workflows. – Security & Compliance: Advanced anonymization protects sensitive PII while ensuring regulatory compliance. – Flexibility & Efficiency: Database virtualization creates realistic test environments without physical replication, optimizing costs and resources. – Self-Service Access: Teams can independently manage, refresh, and provision test data, reducing IT dependencies. Accelario’s modular solutions, including Data Anonymization and Database Virtualization, work seamlessly to deliver production-like environments tailored to organizational needs. Data Management screenshots Female holding future ready AI bot Data Autonomy The bottleneck of lacking self-service. Data Compliance Navigating legal compliance in test data provisioning. Long-Term Data Solution Scalability to support organizational growth, evolving technology and compliance. Saving Immediate Costs Instant ROI and cost savings by eliminating data replication. Optimizing SDLC Accelerate release cycles with fast, compliant test data for quicker time-to-market. Optimizing SDLC Accelerate release cycles with fast, compliant test data for quicker time-to-market. Fostering Data Autonomy Empower teams to manage large data volumes efficiently. Mitigating Defects Catch issues early with realistic test environments. Solution Designed for Present and Future Supporting legacy and future technologies alike. Accelario – AI Use Case Learn more Accelario – An Intro to Database Virtualization Learn more Accelario – Bank Leumi Case Study Learn more Accelario – Financial One pager Learn more
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