Cash

Collateral Movement Reconciliation

Match daily margin calls and returns across counterparties, prime brokers, and internal treasury records.

See it in action
Margin Call — Jan 13, 2025
Goldman Sachs — Variation Margin
1 break
Prime Broker Statement
Call Amount
€5,000,000
FX Rate (EUR/USD)
1.0842
USD Equivalent
$5,421,000
Internal Treasury
Call Amount
€5,000,000
FX Rate (EUR/USD)
1.0790
USD Equivalent
$5,395,000
USD Variance $26,000
FX rate mismatch
PB used closing rate (1.0842), internal used intraday (1.0790)

Discrepancies in call timing, FX rates, or settlement currency can trigger large cash breaks or mis-stated collateral balances.

1

What you're reconciling

Prime broker collateral statement Internal treasury ledger
Counterparty margin call statement Internal margin ledger
2

Common breaks

Currency or FX mismatch
Settlement timing differences
Amount offset by accrued interest

Boagent advantage

Transaction-level matching with automatic FX normalization.

Boagent unifies all collateral records and matches on call date, amount, and currency—normalizing FX rates automatically. A transaction-level recon designed for treasury and risk control teams.

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Stop chasing breaks.

See how Boagent automates collateral movement reconciliation.

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