Derivative Path, a provider of cloud-based capital markets technology, and CloudMargin, a cloud-native collateral and margin management solution, have announced a strategic partnership to deliver a unified front-to-back workflow for over-the-counter (OTC) derivatives and collateral management.
The collaboration aims to enhance operational efficiency and transparency for regional and community banks, as well as buy-side institutions, through seamless integration between Derivative Path’s DerivativeEDGE® platform and CloudMargin’s collateral management platform. This alignment seeks to address the market need for a unified, automated, and audit-ready environment to manage front-office activities, compliance, and collateral workflows. Integration is currently underway, with initial client onboarding anticipated soon.
Zack Nagelberg, Chief Growth Officer at Derivative Path, commented on the partnership, stating that it “exemplifies what true complementarity looks like in capital markets technology.” He added that DerivativeEDGE® serves as the system of record and pre-and post-trade workflow engine for OTC derivatives, and its integration with CloudMargin’s platform is designed to reduce workflow friction while enhancing control, transparency, and scalability for clients.
The integration facilitates single sign-on (SSO) access and automated data handoff between the platforms, which is expected to accelerate client onboarding, eliminate manual reconciliation, and streamline compliance and reporting obligations. Legal entity and agreement data already present in DerivativeEDGE can be ported into CloudMargin, reducing implementation timelines and minimizing setup friction.
Stuart Connolly, CEO of CloudMargin, highlighted the objective to offer an end-to-end solution that transforms how banks and buy-side institutions manage derivatives and collateral workflows. He noted that the combination of CloudMargin’s straight-through processing (STP) and automated margin workflow with Derivative Path’s derivatives platform provides a “future-proof foundation for regulatory compliance and operational resilience.”
Key benefits of this integration include an end-to-end workflow covering trade execution to margin settlement, valuations, margin calls, interest statements, and SWIFT connectivity to global custodians. Clients can expect faster time to value through pre-integrated data flows, enhanced compliance and control via increased transparency, automated reporting, and audit readiness across both platforms. Both systems leverage cloud-native architectures designed for security, scalability, and resiliency.
Derivative Path specializes in empowering financial institutions with its DerivativeEDGE® platform for managing interest rate, foreign exchange, and commodity derivatives, combining technology with industry knowledge to support risk management and client service. CloudMargin, headquartered in London, offers a Software-as-a-Service (SaaS) solution for collateral management workflows, trusted by over 250 organizations globally to centralize collateral across various financial products, including cleared and uncleared OTC derivatives, exchange-traded products, repo, and securities lending.
