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Counterparty Manager

Supporting increased operational efficiency and counterparty transparency

Counterparty Manager is a comprehensive service that allows you to engage with your counterparties, exchange and track entity and onboarding information securely and address your regulatory compliance requirements. Our centralized service enables you to manage and share documentation, make regulatory representations and validate your data.

Counterparty Manager allows you to upload, disseminate and maintain over 250 document types across 50 categories. Counterparties can securely permission information to be exchanged and control the flow of data to meet Know Your Customer (KYC), AML, credit, legal and tax requirements. Counterparties can view the progress of their entities through a dashboard and inform their trading counterparties when accounts are ready to be onboarded or information has changed. Our solution complies with data privacy regulations, secures encrypted storage of information and monitors when documents are due to expire. All transactions and data exchanges are tracked in a transparent audit trail.

Our Counterparty Manager suite of solutions and services helps you to:

  • Access an extensive network of trading counterparties and validated documentation
  • Quickly and effectively exchange thousands of bilateral agreements
  • Address regulatory requirements including ASIC, Dodd-Frank, EMIR, FATCA, MiFID II, HK SFC Electronic Trading Rules and uncleared margin requirements
  • Digitize data and documentation for in-depth analysis with a complete audit trail
  • Manage and amend trading documentation
  • Monitor and manage the onboarding workflow to be ready to trade

We combine the data, processes, tools and collection to ensure information is accurate, complete and up to date. Through our extensive partnership network with ISDA, OpenText and SmartDX, we enable our customers to negotiate and exchange multiple agreement types including ISDA Master Agreements, credit support annexes and execution agreements. We provide the tools needed to analyze, digitize and negotiate documentation whether that is through a bilateral or fully automated process.

Key benefits:

  • Simplify Workflows – User friendly, online interface for documentation exchange and management, helping to simplify processes for regulatory requirements
  • Drive Efficiency – Reduces reliance on email and paper-based interactions therefore facilitating a more efficient and cost-effective exchange of large volumes of data and documentation
  • Increased Security – Security protocols built into Counterparty Manager ensure documents are not accessed by parties who are not permissioned
  • Address Regulatory Requirements – Helps address onboarding requirements and enables compliance with evolving regulatory obligations, including Dodd-Frank, EMIR, FATCA, and MiFID II
  • Global Outreach - Access to broad network of broker dealers, institutional investors and other trading counterparties


  • Institutional asset managers
  • Hedge funds
  • Broker dealers
  • Prime brokers
  • Loan agent banks
  • Fund administrators/custodians

Counterparty Manager: A centralized service enabling you to manage and share documentation, make regulatory representations and validate your data

Margin Xchange

Built in partnership with Allen & Overy, SmartDX, and IHS Markit, Margin Xchange™ is an online platform built to seamlessly and efficiently cover all stages of mass repapering of derivatives contracts required to comply with Initial Margin (IM) regulations. The Margin Xchange™ platform utilizes Counterparty Manager to run the entire process of providing information reconciliation, document generation, negotiation and execution, case management and a full data export. The platform captures a full audit trail of all negotiation points, internal escalation and sign off, and enables electronic signature. Most importantly, Margin Xchange™ achieves the long-held goal of treating derivative documents as data with a document format that is both human and machine readable.

Products and Solutions

  • ISDA Amend

    ISDA Amend is a joint service provided by IHS Markit and the International Swaps and Derivatives Association, Inc. Through ISDA Amend, swap dealers and their customers can engage on a secure online platform. Customers can classify their trading entities, and exchange protocol questionnaires to efficiently amend ISDA master agreements to facilitate regulatory compliance requirements for Dodd-Frank and EMIR.

  • Counterparty Manager: Electronic Trading Compliance

    Electronic Trading Compliance is a regulatory module within our Counterparty Manager platform that enables you to easily and efficiently exchange information for electronic trading due diligence and algorithmic trading regulations. The module allows you to comply with multiple regulatory regimes and customize due diligence questionnaires to support local requirements, including the ability to distribute and track algorithm training material. You receive an electronic questionnaire, training review and sign-off capability designed by a number of industry associations, including AFME/TIA, AIMA, ASIFMA, ATF, FPL HKIFA, and AFME DEA to help buy-side firms and brokers gather and exchange the information necessary to meet their due diligence requirements.

View More


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IHS Markit Event 07 March 2019

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IHS Markit Event 20 March 2019

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