Margin Calculator

Take back control of your margins.

With the new rules in place, Inovestor has the best and most efficient margin calculator on the market. Period.

Pre-trade, post trade, maintenance margin — our calculator does it all.

SPEED

Built on modern platforms leading to faster response times. Cloud-based for optimal scalability.

SECURITY

Engineered following industry best practices with reliability to keep your data safe. Supports anonymous and tokenized information.

EFFICIENCY

Optimized margin calculations with offsets and multi-legs options to offer optimal returns for broker-dealers.

MAINTAINABILITY

We strive to maintain the lowest cost of ownership possible for running our products, and if you ever need assistance, our team is available 24/7 to ensure that you are never left in the dark.

Enhanced Margin Lending. Stay Compliant. Reduce Risks.

Easily meet your regulatory obligations. Then go further.

Optimal For Enterprise Wide Deployment

Optimize Margin Requirements

From regulatory requirements to syndication to trading desks to discount broker accounts, Inovestor does it all. We support ETFs, equities, equity options, futures, warrants, and more financial instruments.

Multi-Account Support

Give Your Customers Flexibility

Our margin requirements allows buying power calculations based on firm’s risk tolerance, while allowing firms to optimize to the fullest extent of the new regulation.

Offer multi-account calculations
Maximize buying power
Allow multi-legs offsets
Permit margin based on pre-defined metrics
Allow index ETF margin calculation

lserm

Supports Reduced Margin Instruments

As soon as the effective date, our Margin Calculator adapts to IIROC’s list of securities eligible for reduced margin, allowing you to go above and beyond regular margin tools.

Advanced Dashboard

360° View of Firm’s Exposure

Our Accounts Center gives you access to the KPIs that you need. You can view margins by account, group of accounts, departments, business units, and firm-wide, allowing you to optimize billing while reducing overall risk.

The product can be linked to the Inovestor GRiD to manage users and roles. This gives you endless possibilities and total control on what is provided to your customers and prospects.

ETF optimizer

Flexible Buying Power

You can set the limits that a user can reach, that way you can optimize lending while adapting to your firm’s controls in place.

For example, you can have a buying power set to maximum for your best customers/traders and offer the maximum allowed by the regulators to broker-dealers.