The startup develops a buying power and risk monitoring engine that provides end-of-day, intraday, and real-time pre-trade margin calculations for securities and complex derivatives. By processing inputs such as account type and proposed positions, the platform enables broker-dealers and traders to effectively manage margin requirements and enhance pre-trade risk assessment.
Funding
$4.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Broker-dealers and clearing firms face challenges in accurately and efficiently calculating margin requirements and assessing pre-trade risk for securities and complex derivatives, especially with increasing market volatility and regulatory demands. Existing systems often lack the speed and scalability to provide real-time, intraday risk oversight across diverse account types and asset classes. This can lead to suboptimal capital utilization and potential compliance issues.
Solution
Sarna Technologies provides cloud-based, scalable solutions for real-time risk management, pre-trade buying power checks, and integrated brokerage infrastructure. Their core offering includes a margin and buying power engine (BPE) that delivers end-of-day, intraday, and real-time pre-trade margin calculations for equities, options, futures, and fixed income. The platform supports Reg T, SPAN, and portfolio margin, enabling firms to monitor, analyze, and mitigate risk with powerful visualization tools and automated safeguards. Sarna's technology is designed for firms that require speed, flexibility, and reliability, offering a "black box" solution for pre-trade buying power checks across all account types.
Target Audience
Sarna Technologies primarily targets clearing firms and broker-dealers seeking to enhance their risk management capabilities, optimize capital utilization, and streamline compliance processes.
Features
- Real-time margin and buying power calculations for equities, equity options, futures, futures options, flex options, and fixed income
- Support for Reg T, SPAN, and portfolio margin account types
- Cloud-native architecture for scalability and reliability
- Pre-trade risk assessment and compliance checks
- Configurable risk profiles, monitoring, and alerts
- "Black box" solution for seamless integration
- API access for integration with existing brokerage systems (Coming Soon)
- White-label brokerage platform with new account opening, mobile trading application, and middle office tools