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Financial services

Financial services

We believe that an easily navigable, central source is the key to managing your financial services business more effectively. This not only simplifies your complex compliancy requirements, but ensures that everyone from your CEO to fund managers get the information they need.

You can rely on us to provide a robust foundation that powers a constant stream of high-quality information around your business. Our integration expertise will free you from onerous data extraction and validation so that you can focus on strategic tasks relating to financial services.

Data from multiple sources and sites is fed directly securely into the accounts, automating report generation and making everything from asset management to budget calculations fast and accurate.

Analysis is available at any level you require, from multiple funds down to individual trading desk and trader. And with automated rolling P&L against multi-periods, analysing information over groups and divisions is just as straightforward.

What's more, a wide variety of graphical formats and delivery types ensures your vital information's available when your people need it - whether they're online or in the office.

This solution is ideal for financial institutions such as fund managers, venture capitalists and stockbrokers.

Related factsheet

Financial servicesFinancial services

Simplify complex compliancy requirements and give the right people the right information whenever they need it - from fund managers to the CEO. Our seamless integrated solution frees you from onerous data extraction and validation leaving you time to focus on strategy and profitability. Ideal for fund managers, venture capitalists and stockbrokers.

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Related case study

Thames River CapitalThames River Capital

Formed in 1998, Thames River manages in excess of $8 billion.

In addition to segregated accounts, the company offers professional investors both traditional and alternative strategy investment through a variety of single and multi-manager funds.

Read case study »  Download PDF »

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