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Appendium® Portfolio is a software platform that facilitates the dynamic financing of portfolios across multiple legal entities. The modular design and our enterprise-level technology means that Appendium can be deployed within a variety of business and operating models; and can be easily adapted to meet evolving business requirements.


Key features:

  • Multiple clients, legal entities, asset classes, currencies, products
  • Comprehensive front-to-back functionality
  • Modular design:
  • Inventory Management
  • Order Management
  • Transaction Management
  • Core components and interfacing
  • Ergonomic user interfaces for ease of use and richness of functionality
  • Extensive interfacing and data cleansing capabilities
  • Flexibility to meet the requirements of evolving business and operating models
  • Enterprise technology provides scalability, resilience and security

Business benefits

  • Improved profitability
  • Financing cost reductions and profit maximisation
  • Improved resource utilisation
  • Financial and human resource optimisation
  • Improved financing efficiency of long and short securities positions
  • Improved coverage of short positions
  • Management of over-borrowed positions
  • Utilization of long positions
  • Tracking and management of utilised long positions
  • Improved efficiency of securities financing order processing
  • Reduced manual intervention through electronic interfacing
  • Real-time tracking of orders and lender availability
  • Improved efficiency of transaction management
  • Straight-through processing to settlement systems
  • Real-time accrual calculation
  • Reduced manual intervention through automated processes and exception handling
  • Improved operational risk management
  • Extensive auditing, event monitoring and reporting