Key Features
Integrated Solution
Integrated offering allowing Investment Managers to manage their front, middle, and back-office workflows in a single comprehensive solution.
Flexible Pricing
Our flexible pricing model scales with your business needs allowing for an affordable entry price point. Our business model is not dependent on trading volume or Assets Under Management (AUM), but scales with modules used and accounts on platform. This translates to fair, transparent pricing without any hidden costs.
Connected
With out-of-the-box connectivity to over a 200 executing brokers, prime brokers, custodians and administrators, you can "go live" with our solutions quickly with minimal integration cost and involvement.
Modular Design
Flexible modular architecture allows you to license and customize a solution set that fits your specific needs, with or without replacing existing systems. This allows you to only pay for what you need thereby optimizing total cost of ownership.
Integrated Back-Office Service
Our offering is bundled with a robust data management service where we manage all back office processes on your behalf. This service includes data aggregation, security master management, reconciliation and break resolution. This allows you to focus on your business without worrying about repetitive back office processes that add to cost and a drag down your performance. Our scalable technology allows us to efficiently process large volumes of data in a timely and accurate manner.
Proven
With over 4,000 institutional accounts on platform at an AUM range of $ 10 million to $ 10 billion, covering a wide range of asset classes, our technology is battle tested and proven to fit a wide range of workflows and needs.
