Contact Us

Contact Us







    Implementation & Management Unlock the potential Cloud®

    Project Management and Oversight

    • Manage and execute Trading & Risk Management and ALM development projects involving coordinated activity among Capital Markets, Finance, Treasury and other stakeholders.
    • Implement agile methodologies to improve responsiveness and efficiency in managing projects and initiatives.

    Technical Infrastructure Advisory Services

    • Infrastructure Assessment: Evaluate client’s current infrastructure to identify any gaps or areas for improvement.
    • Scalability Planning: Determine scalability requirements of the suites.
    • Availability and Disaster Recovery: Design solutions to ensure availability and disaster recovery capabilities for the suites.
    • Security Considerations: Advise on security best practices.  
    • Integration Planning: Plan for the integration of the suites with existing systems and data sources.
    • Performance Optimization: Recommend performance tuning strategies to optimize the performance of the suites.
    • Compliance and Regulatory Requirements: Ensure infrastructure meets industry regulations and compliance standards.

    Framework Setup and Implementation

    • Set up the framework environment and configure it according to your needs.
    • Customize modules and workflows to align with your business processes.
    • Integrate with existing systems and databases as necessary.
    • Test thoroughly before deployment.
    • Leverage continuous integration and deployment (CI/CD) practices to streamline updates and enhancements without disrupting operational activities.

    Portfolio Set-Up (All Instruments and Positions)

    • Define your portfolio structure, including asset classes, sectors, and geographic exposures.
    • Import existing positions and instruments into the system.
    • Ensure accurate data entry and reconciliation.
    • Regularly update positions and instruments as needed.

    Validation Tools and Scripts

    • Develop validation scripts to ensure data integrity, consistency, and accuracy.
    • Implement checks for pricing data, trade execution, and compliance rules.
    • Automate validation processes to reduce manual effort and errors.
    • Monitor validation results and address any discrepancies promptly.

    Integration with Internal and External Models

    • Integrate with internal and external risk models, valuation models, and analytics platforms.
    • Establish data pipelines for seamless data exchange between systems.
    • Ensure compatibility and consistency across different models and platforms.

    Price Sourcing and Validations

    • Source pricing data from multiple providers to ensure accuracy and reliability.
    • Implement validation checks for price feeds to identify discrepancies.
    • Develop fallback mechanisms for handling missing or erroneous prices.
    • Monitor market data sources for updates and adjustments.

    Reporting and Analytics Tools

    • Design customizable reports and dashboards to visualize portfolio performance and risk metrics.
    • Incorporate drill-down capabilities for detailed analysis.
    • Integrate with BI tools for advanced analytics and data visualization.
    • Automate report generation and distribution workflows.

    Regular Updates and Maintenance

    • Schedule regular updates for software patches, security fixes, and feature enhancements.
    • Conduct periodic reviews of system performance and scalability.
    • Monitor data quality and consistency over time.
    • Provide ongoing support and training for end-users.
    • Stay informed about industry trends and regulatory changes to adapt the framework accordingly.
    • Communicate with users to gather insights and prioritize updates based on user experience and needs.