24/7 portfolio monitoring
AI agent for Prime Brokerage Relationship Managers
Real-time margin monitoring for institutional clients
Delegate continuous margin and collateral monitoring to a specialized AI agent. It tracks position changes, calculates margin requirements, validates collateral eligibility, and alerts you to potential issues before they become problems, allowing your team to focus on strategic client relationships.

Ideal for
Prime Brokerage Teams
Risk Management
Client Services
Time comparison
Traditional way
2-3 hours per client
With V7 Go agents
Real-time monitoring
Average time saved
90%
Why V7 Go
Analyzes positions and collateral
To deliver continuous margin visibility.



Import your files
Salesforce
,
Microsoft Excel
,
Snowflake
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Connect AI to your margin methodology.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Answers
What you need to know about our
AI agent for Prime Brokerage Relationship Managers
How does the agent handle complex derivative positions?
The agent applies your firm's specific margin methodologies for options, futures, and swaps, including portfolio margining rules where applicable. It accounts for offsetting positions, spread strategies, and concentration limits to calculate accurate margin requirements for complex portfolios.
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Can it integrate with our existing prime brokerage systems?
Yes. The agent connects to your position management system, pricing feeds, and collateral databases to access real-time portfolio data. It can also integrate with your margin calculation engine to validate results or provide independent verification.
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How does it handle intraday margin monitoring?
The agent can monitor positions and collateral values on an intraday basis, recalculating margin requirements as prices move and positions change. This enables real-time risk management during volatile market conditions when margin exposure can shift rapidly.
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What happens when collateral becomes ineligible?
The agent immediately flags securities that fall below your eligibility criteria due to rating downgrades, liquidity deterioration, or concentration breaches. It calculates the impact on available margin and alerts relationship managers to initiate client discussions about collateral substitution.
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How accurate are the margin calculations?
The agent uses your firm's approved margin methodologies and haircut schedules to ensure calculations match your official margin system. Every calculation is fully auditable with citations back to the source positions and pricing data used.
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Can it generate client-facing margin reports?
Yes. The agent can produce formatted margin reports showing current requirements, available capacity, and collateral composition. These reports can be customized to your firm's templates and automatically distributed to clients on a scheduled basis.
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Next steps
Still manually tracking margin requirements across client portfolios?
Share a sample position file and your margin methodology. We'll show you how our AI agent can monitor margin requirements and collateral eligibility in real-time.













