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Case Studies

Case Studies

Transformative Practices, Perfected Operations

Discover how we’ve transformed our clients’ operations

Scalability and Efficiency Via Automation in Global Operations and Middle-office Processing

While this is an account of the partnership with a global fund administrator, the technology described herein is also applicable to hedge funds, fund of funds, RIAs, investment banks, family offices, private banks, and wealth managers—literally all of the buy- or sell-side can benefit.

  • Better customer experience
  • STP
  • Customization
  • Enhanced reporting
  • Higher level of automation
  • Middle-office services added

Simplicity Produces Alpha for a $5+ Billion Fund

Discover how we increased goodwill between the front and middle offices via faster operations in reconciliation and confirmation management. Read how we transformed commissions management via electronic affirmation cutting deal clearing to within 2 hours with less manpower and more on solutions in Trade Support Management, Swap trading, Collateral Management, and Cash and Fee Management.

Simplicity Eliminates Errors and Strengthens Reputation

Discover how we delivered efficiency in report review and comparison; integrated administrator accounting books and allocations with our technology making daily GAV processes seamless and error free. Read more about zero margin for error on T0 Reporting, OTC collateral management, cash management, settlements, position and cash reconciliations with the Street solutions.

Faster, Smarter, 100% Automated Reconciliations

Discover how we by increasing automation coverage, managing complex mapping under stringent delivery timelines with flexible reporting we enhanced productivity using a service model that also provided better business insights.

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