List of AcadiaSoft Collateral Manager Customers
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Since 2010, our global team of researchers has been studying AcadiaSoft Collateral Manager customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AcadiaSoft Collateral Manager for Collateral Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AcadiaSoft Collateral Manager for Collateral Management include: JP Morgan (Asset Management & Private Wealth Management), a United States based Banking and Financial Services organisation with 15000 employees and revenues of $13.20 billion, Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, Pictet, a Switzerland based Banking and Financial Services organisation with 5000 employees and revenues of $3.41 billion, Schroders, a United Kingdom based Banking and Financial Services organisation with 6071 employees and revenues of $3.21 billion and many others.
Contact us if you need a completed and verified list of companies using AcadiaSoft Collateral Manager, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | London Stock Exchange Group | AcadiaSoft Collateral Manager | Collateral Management | 2013 | n/a |
In 2013, Franklin Templeton implemented AcadiaSoft Collateral Manager as its Collateral Management platform to operationalize non-cleared margining and daily margin workflows across its collateral operations. The deployment centralized margin call generation and collateral settlement orchestration, and it was used to process both OTC derivatives and exchange traded derivatives that were booked on the Charles River system.
The implementation covered functional modules for CSA setup and management, margin calculation and daily variation margin processing, automated margin call issuance on Protocol, and dispute management for collateral margin breaks. AcadiaSoft Collateral Manager was configured to support same day settlement workflows and intraday exception handling, while business users executed trade completions and initiated wires for payments as part of the embedded collateral lifecycle.
Operational integration included end to end reconciliations of collateral activity for ISDA, MSFTA, Prime Brokerage and CCPs, with reconciliation tooling workflows linked to triResolve - TriOptima for break resolution on T+1. The program also addressed regulatory reporting dependencies, coordinating with Una-Vista and DTCC feeds to meet live date requirements for EMIR and ASIC, and business analysts created UAT scripts to validate trade reporting flows.
Governance and rollout emphasized process ownership and knowledge transfer, the Hyderabad operations team transitioned dispute resolution from onshore colleagues, updated Global Trade Services user manuals, and trained new hires while allocating tasks by skill set. Production support workflows included troubleshooting Una-Vista and DTCC rejections and resolving reconciliation breaks, outcomes that included zero errors in trade completions and collateral margining processed without aged disputes, and successful delivery of EMIR and ASIC reporting on the required live dates.
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JP Morgan (Asset Management & Private Wealth Management) | Banking and Financial Services | 15000 | $13.2B | United States | London Stock Exchange Group | AcadiaSoft Collateral Manager | Collateral Management | 2018 | n/a |
In 2018, J.P. Morgan Asset Management implemented AcadiaSoft Collateral Manager as a core Collateral Management application, establishing a structured platform for collateral lifecycle and margin workflows. The deployment was oriented around front-to-back collateral operations and daily reconciliation processes for a mix of OTC and secured products.
Configuration work included account setup and maintenance for Bilateral OTC, Cleared OTC, TriParty Repo, and Futures, with systematic capture of collateral and margin key terms as defined in CSA, MRA/GMRA, CDEA and related agreement types. Functional capability coverage cited account and counterparty profiles, collateral schedule management, Standard Settlement Instruction setup and SWIFT reference data verification, and margin call processing using AcadiaSoft MarginSphere.
Operational scope focused on collateral management operations and settlements, with daily reconciliations of collateral data and investigation of payment and settlement breaks. The implementation workflow integrated direct remediation paths with brokers and portfolio managers to resolve settlement exceptions and margin call disputes, and enforced data governance for SSI and SWIFT identifiers.
Governance and process restructuring emphasized standardized account onboarding and maintenance procedures, reconciliation controls aligned to Credit Support Annex and other master agreement terms, and documented workflows for margin call lifecycle management. AcadiaSoft Collateral Manager was positioned to centralize collateral settlements and margin administration within J.P. Morgan Asset Management.
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Pictet | Banking and Financial Services | 5000 | $3.4B | Switzerland | London Stock Exchange Group | AcadiaSoft Collateral Manager | Collateral Management | 2013 | n/a |
In 2013, Pictet implemented AcadiaSoft Collateral Manager. Apps Category: .
The AcadiaSoft Collateral Manager was deployed to consolidate collateral activities across the bank's businesses, addressing a largely manual collateral operation that was incapable of scaling customer agreements. The implementation centralized margin call processing workflows and supported the processing of initial margin requirements for listed and OTC contracts, consistent with regulatory changes cited by the bank.
The deployment aggregated collateral pools from Pictet's core banking system for margin call generation and processing, and the AcadiaSoft Collateral Manager was configured to handle margin call confirmations and collateral pledge messaging to downstream systems. Operational coverage aligned treasury, operations and risk functions to a single collateral processing platform, and governance was updated to standardize collateral lifecycle controls and margin call confirmation workflows.
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Banking and Financial Services | 6071 | $3.2B | United Kingdom | London Stock Exchange Group | AcadiaSoft Collateral Manager | Collateral Management | 2015 | n/a |
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