Overview
thinkFolio is a leading multi-asset investment management platform delivering sophisticated capabilities across Portfolio Modelling, Order Management & Trading, Cash & FX Management and Compliance. Its flexible, modular design allows it to be implemented as a single, integrated front-office solution or deployed for specific business units. Institutional asset managers and asset owners leverage us as a trusted, reliable and centralised platform to scale their operations.
Key Features
Consolidated Front-Office operating model delivered via a robust & flexible Managed Service platform
Ecosystem of interoperable alliances provides suite of best-in-class options to utilize across the investment life-cycle
- Enables granular understanding of portfolios across all asset classes and is combined with detailed, native analytics and sophisticated modelling tools
Open data and analytics framework to integrate and harmonize 3rd party and/or client proprietary content
- Transparent real-time workflow between traders and fund managers with an open, vendor-neutral approach and broad connectivity to EMS systems, trading networks and venues
- Sophisticated cash ladder covering multiple asset classes and currencies, enabling fund managers to view future cash amounts across accounts, including redemptions, unsettled trades and other cash flows
- Simple to understand pre-, intra-, post-trade compliance engine where rules are based upon templates and natural language
Key Benefits
Investment Analysis & Modelling Scale - Interactive workbench and functionality suite for user groups driving the cross-asset alpha generation and beta replication processes
Front-Office Efficiency - Synthesizes content and workflows to simplify portfolio monitoring, construction and idea implementation
Modular and Extensible - Flexible deployment options to suit unique target operating model requirments of our diverse client base
Managed Service - Supports cost containment, operational flexibility, scalability and rapid time-to-market
