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emformX

emformX gives bank relationship teams a cloud platform to monitor corporate clients' multibank loan, FX and interest rate derivative positions and to support digital advisory.

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By emformX

emformx.com

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Overview

Relationship bankers connect a corporate client's loans, FX and interest rate derivatives held with one or several banks and review valuation, risk exposure and compliance aspects per instrument or at portfolio level. Banks can share the same data with clients in a cloud workspace, where clients can forecast loan cash flows, plan liquidity and test hedging ideas in self service. Services are delivered through the cloud, mobile access and a REST API with a sandbox. The software does not generate recommendations to buy or sell financial instruments and does not support investment decisions.
More product details

Product

Demo Url
emformx.com/en/use-cases
Documentation
docs.emformx.com
License Model
Proprietary
Solution Kind
Platform

Who it is for

Industries
  • Financial services
Organization Types
  • Business
  • Government

Before you choose

Check before choosing

  • Does not generate recommendations to buy or sell financial instruments or other investment products and does not support investment decisions.

Features

Financial Management

Forecast cash flows from corporate loans and plan liquidity in base or foreign currencies in client self service

Categories: Financial Services

Financial Analysis

Position valuation of OTC instruments

Independent validation of hedging rates through fair swap rate calculation

Categories: Financial Services

Risk Management

Mitigate interest rate and foreign exchange risk with hedging recommendations and trade ideas

Categories: Financial Services

Compliance Management

MiFID II 10% depreciation monitoring for client OTC derivative positions

Automation of compliance tasks through timely instrument data access

Risk Analysis

Position valuation and risk exposure monitoring for interest rate and currency derivatives

Categories: Financial Risk Management

Portfolio Management

Monitor loan, FX and interest rate derivative positions per instrument or at overall portfolio level across multiple banks

Categories: Financial Risk Management

Access & availability

API operations and access

Manage loan, FX and interest rate derivative transactions per instrument or at portfolio level

Calculate fair swap rates to independently validate interest rate hedging rates

Calculate FX forward points and rates for broken dates by linear interpolation

Calculate loan interest rates to automate loan servicing

Technical details

Deployment

Client Channels
  • Browser
  • API
Delivery Models
  • Cloud (SaaS)
Sandbox
Yes

API

Documentation
docs.emformx.com
Protocols
  • REST

Reliability

Uptime SLA Percent
95

Support

Resolution SLA
  • Terms URL
    emformx.com/en/terms
    Target minutes
    480

Reviews

User experiences, moderated before publication. Review policy

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