Swap Monitoring Services

SwapViewer®, Built for You
Interest rate swaps are a staple for municipal and corporate financing today. But they carry risk – risk that demands careful portfolio monitoring. Borrowers and issuers must comply with the stringent reporting requirements for swaps. Finding a simple, cost-effective way to manage swap portfolios has become a critical challenge. Now, PFM has a solution: SwapViewer - a secure, Web-based platform for swaps tracking, monitoring and reporting. It is your custom solution to complying with internal interest rate policy, FAS133, FAS157 and GASB derivatives reporting requirements.

SwapViewer’s features and functions have been designed in response to the specific concerns of our local and state governments, non-profit and corporate clients:

• Comprehensive service, around the clock access SwapViewer maintains your entire portfolio of swaps positions, processing your trades as presented, offering up to daily updates on your positions for access any time.
  
  
• A model of efficiency With SwapViewer, you get mark-to-market valuations, payments and cash flows, swap documents - no calculating, no data storage on your part. It’s the most cost-effective approach.
  
  
• Robust data Users can access a summary view of aggregate swaps information, or drill down to find details of a specific transaction.
  
  
• A trustworthy platform SwapViewer gives you access to the same sources of information used by PFM’s professional team - it’s secure and password-protected.
  
  
• User-friendly design SwapViewer combines robust information with ease of navigation and an intuitive user interface.
  
  
• Customized views Powerful sorting and reporting functions enable you to manipulate data to meet individual analysis needs.

PFMAM’s in-house technical resources, experience and scale enable us to offer clients leading-edge technology at an affordable price. SwapViewer consolidates PFMAM’s expertise in derivatives, and delivers it to your desktop.

To put SwapViewer to work for you or to arrange for a free demonstration, please call and ask for Alfred Mukunya at 215-557-1477 or email us.