Case Studies

Savvis Case studySavvis With more than 15 years’ experience serving the financial industry, Linedata is well-aware of the demanding and critical needs of the investment management and leasing & lending community. Fortunately, the company found a partner that understands these unique requirements as well. Linedata utilizes a number of Savvis Markets Infrastructure services — from colocation and network connectivity —to successfully launch new products and continue to expand its global reach.

Alternative Investment

Maples Fund ServicesMaples Fund Services had been utilizing Linedata’s Mshare transfer agency system for over five years when they saw an opportunity to further enhance their service offering to their hedge fund and private equity fund clients. IIFL
IIFL Capital, as a start-up hedge fund with experienced managers at the helm, wanted a cost-effective, robust portfolio management system to match their workflow from day one. Experienced users of a variety of hedge fund systems, the team quickly established their selection parameters.

Institutional Investment

Teachers AssuranceTeachers Assurance, a long-time user of Linedata Icon, continues to grow and evolve. Having a tool that meets and exceeds their needs has been instrumental to their success. Parnassus InvestmentsParnassus Investments (“Parnassus”) is an investment management firm founded in 1984, which applies a socially responsible investment approach to selecting undervalued companies.In 2003, the company required a flexible, intuitive, reliable back-office accounting system, and in 2006, it needed to add a best-of-breed, front-office electronic trading system to cope with a massive increase in assets under management.
HBM Fund ServicesHBM Fund Services Group is a full-service firm providing middle- and back-office support, fund administration for hedge funds, fund of hedge funds and private-equity funds. When the company launched in early 2009, it needed a robust technology platform comprehensive enough to service all fund types, but also intuitive enough that it could be used quickly. Baillie GiffordBaillie Gifford is one of the UK’s leading independently owned investment management firms. In the early 1990’s it became clear that Baillie Gifford needed a back-office system that could handle the breadth and depth of its operations.

 Lending & Leasing

Bank of the WestBank of the West chose the Linedata CapitalStream solution for automating the origination, credit, workflow, fulfillment, decisioning, and documentation processes of its lending operations. In partnership with Linedata CapitalStream’s Professional Services Division, Bank of the West was able to complete all implementation tasks in six months. The solution was deployed in every BOW branch and is used by over 2,200 employees. linedata capitalstream case study vancityVancity
Headquartered in Vancouver, British Columbia, Vancity is one of Canada’s largest credit unions with over 480,000 members, 58 retail locations, and 2400 employees managing $16.1 billion in assets. Vancity uses Linedata Capitalstream to manage small and large business lending as well as for retail lending. The Linedata Capitalstream Straight Through Processing platform optimizes retail lending processes at Vancity, providing these business process improvements.