Our Securitisation Terminal offers flexible, top-quality solutions that can be used separately or together.

The Originator Smart AssistantThe Structurer ToolboxThe Life-Cycle Solution

The Originator Smart Assistant

Modernise UX

Efficient O2D architecture

  • Simple Data Upload
  • Cash Flow Reporting
  • Notifications and Call to Action
  • Regulatory Live Reporting Friendly (ESMA)
  • Decreased complexity
  • Facilitated scalability

This module simplifies data upload. It ensures an efficient O2D architecture, reducing complexity and enabling scalability for originators and arrangers.

The Structurer Toolbox

Optimise Decisions

Fair deal

  • Optimal Pool of Underlying Exposure
  • Solver of the Optimal Tranching
  • Stress Testing
  • Cash Flow Modelling
  • Decreased pricing risk
  • Clear choices for the structure

The Structurer Toolbox assists structuring teams, treasurers, and investors in making fair deals with decreased pricing risk and clear structure.

The Life-Cycle Solution

Standardise Workflow

True streamlining of capital markets operations

  • Unique Data Source for Cash Managers
  • Calendar of Events and Cash Flow Generator
  • Term Sheet Editor
  • Stratification Tables and Waterfalls
  • Transparent workflow
  • Decreased transaction risk

This solution streamlines capital markets operations, ensuring transparent workflows and reduced transaction risk.

Getting Started: Guidelines and Methodology

Essential First Steps for Effective Onboarding

Company factsheet – when accuracy brings credibility

Copula conducts a client due diligence as part of the onboarding process following the Swiss KYC standard. The first step on Securitisation Terminal is to prepare the company datasheet. All in one, filling in the necessary KYC data and company description in a standardised format.
A well-completed questionnaire increases the company’s credibility. Although this process may seem tedious, it provides a clear and detailed presentation of the business involed.

Product factsheet – only a complete data set provides visibility

The Securitisation Terminal provides a standardised data uploader to ensure data quality, which greatly facilitates the analysis of complex assets. Uploading accurate past and current data, along with portfolio composition and updating them regularly are crucial to analyse the underlying. The more accurate the data, the more attractive the product.
Originators gain credibility, investors can understand the ins and outs of the underlying and together they can agree on a fair price. This data will be available on the Securitisation Terminal for as long as you need them. We are at your service and can help you create the product factsheet.

Where is my data stored?

It is stored on secure servers in Switzerland. Custom solutions can be implemented if required, and no data is exchanged or resold to third parties without the explicit consent of the customer.

How do we ensure data security?

Security is paramount for us. We stay updated with the latest cybersecurity measures, conduct thorough evaluations of technologies, perform vulnerability checks in dependencies, and employ encryption as a standard. This layered approach ensures the highest level of software security.

Who provides the data?

Copula offers a format, a guideline and a methodology to upload data and the calculations necessary for their analysis. However, clients are responsible for the accuracy of the data they provide. Copula is not responsible for the quality of the data provided by the clients, nor for its updating.

Our Data Protection and Privacy Commitment

Robust Data Encryption

At Copula, we prioritize the security of your data through the use of advanced encryption techniques. Whether it's internal messaging or external communications, we implement robust encryption protocols, such as PGP encryption, to safeguard your information from unauthorized access.

Secure Data Centers

Rest assured, your valuable client data is stored in highly secure data centers. These facilities are equipped with state-of-the-art security measures to ensure the physical protection of your data, adding an extra layer of defense against potential threats.

Compliance with Regulations

Copula is committed to adhering to all relevant data protection regulations and industry standards. We recognize the importance of compliance and take proactive steps to ensure that our practices align with the latest requirements, providing you with peace of mind regarding data security and privacy.

Regular Security Updates

To stay ahead of the evolving digital threats, Copula places a high priority on regular maintenance and frequent updates. Our proactive approach ensures that our systems and software are always up-to-date with the latest security patches and enhancements, minimizing vulnerabilities and risks.

Data Privacy Measures

At Copula, data privacy and confidentiality are paramount. We uphold strict data privacy measures to safeguard your sensitive information. Our commitment to data privacy extends to every aspect of our operations, ensuring that your data remains protected at all times.

Continuous Improvement

Our dedication to data security doesn't stop at the present. Copula is unwavering in its commitment to continuous improvement in data security. We constantly evaluate and enhance our security practices, staying at the forefront of IT-security standards to provide you with the highest level of protection against cyber threats.

Our Support Services

Technical Support

We will assist with technical challenges, software inquiries, and troubleshooting.

Onboarding Assistance

If you're new to Copula, we will guide you through the onboarding process, ensuring a seamless transition.

Training and Education

We offer training sessions to help you maximise the use of our solutions and stay up-to-date with best practices.

Rapid Issue Resolution

Should any issues arise, our team is dedicated to resolving them swiftly, minimising any disruption to your operations.

Continuous Communication

We maintain open lines of communication, allowing you to reach out at any time with questions or concerns.

Contact us to get an individual offer.