The firm, which targets managers with less than $1 billion under management, provides two reporting platforms: MerlinPrime for clients in single prime brokerage relationships, and MerlinSharp for clients with multiple prime broker or custodian relationships. The form SH reporting tool is available on both platforms.
Aaron Vermut, senior partner and chief operating officer at Merlin, explains that the broker was already collecting client data on its reporting platforms now relevant to the new
James talks about his trip to Chicago and some of the interesting topics that came up (including a look at disaster recovery demands). Then Anthony and James touch on ISDA's initial margin rules, with Phase 3 going live next year.Subscribe to Weekly Wrap emails