Real-time collateral monitoring that keeps your portfolio protected.
FundNovaSoft's Collateral Management platform provides continuous, automated surveillance of your entire loan portfolio — so advisors and risk managers always know where they stand.
Collateral Management
Stay ahead of every collateral event — automatically
Managing collateral across thousands of accounts is complex and time-consuming. FundNovaSoft automates the entire surveillance process, enabling advisors to be proactive rather than reactive.
Our system monitors billions of dollars in collateral daily, calculates loan-to-value ratios in real time, and sends tiered alerts before situations become urgent.
- Daily mark-to-market collateral valuation
- Real-time LTV calculation across all accounts
- Tiered alert notifications (warning, caution, call)
- Automated collateral call generation
- Cure period tracking and resolution workflow
Capabilities
Comprehensive collateral oversight
Daily Valuation
Automated daily pricing from custodian feeds ensures your collateral values are always current with market movements.
LTV Monitoring
Real-time loan-to-value calculations across all eligible accounts with configurable thresholds and concentration limits.
Tiered Alerts
Three-tier alert system notifies advisors at warning, caution, and maintenance call levels — giving time to act before formal notices are required.
Collateral Call Notices
Automated generation and delivery of formal collateral call notices to borrowers, with cure period tracking and escalation workflows.
Restricted Securities Screening
Automatic screening for ineligible securities, concentrated positions, and restricted stock to ensure compliance with your lending guidelines.
Audit Trail
Complete, timestamped audit trail of all collateral events, alerts sent, and actions taken — essential for regulatory exams and dispute resolution.
Protect your portfolio with automated monitoring
Discover how FundNovaSoft's Collateral Management platform keeps your SBL program safe and compliant.
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