Financial advisory firms can give their clients access to DerivActiv’s standard package of services through a customized, private label website that serves as a portal through which the services are accessed. A private label website allows financial advisory firms to expand their services to clients without the expense of developing software or hiring in-house experts. DerivActiv’s powerful online platform works behind the scenes to give your clients a unique opportunity to get derivative valuation and monitoring, debt valuation, and related accounting services.
Private Label Services Include:
- Daily mid-market valuations of assets, liabilities and derivatives
- ASC 815/GASB 53 hedge accounting
- ASC 820 fair value services
- Independent derivative payment calculations
- Derivative portfolio analytics
- Counterparty credit rating monitoring
- Email alerts of approaching collateral thresholds
DerivActiv can value the following financial products for your clients:
- Auction Rate Bonds
- Commodity Transactions
- Corporate Bonds
- Credit Default Swaps
- Equity Swaps
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- Floating Rate Notes
- Foreign Currency Swaps/Forwards/Options
- Interest Rate Swaps
- Mortgage-Backed Securities
- Municipal Bonds
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Help your clients meet expanding regulatory requirements and the demand for transparency head on by supplementing your existing services. Financial advisors can keep their clients informed on the transactions they have advised them on, allowing for continuity of services and advice.
For more information, call us at 866-200-9012.
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