Cloud-based, integrated portfolio management AMP platform
Our client is a North American Multi-Family Office investment firm with over USD $20 billion in AUM. They provide discretionary investment management services and customized solutions to prominent families, foundations and global institutions. After a highly competitive selection process, the close working partnership between our teams produced a holistic, multi-asset, front-to-back solution aligned with the firm’s strategic goals to integrate data and streamline and automate processes across multiple functional areas. Electing to host their operations in the cloud will speed time to market of new features and products and allows our client to focus on innovation to drive growth across the business.
Linedata AMP: Data integration, streamlined processes and workflows delivers improved user experience forthe client and their end investors
Given the complex investment profile of wealthy families, Multi-Family Offices such as our client face significant challenges maintaining an efficient operating model to manage portfolios, conduct compliance, execute and confirm trades, and provide reporting. Reliance on multiple data access areas, manual data entry and manual processes that support clients’ investment activities can reduce trading efficiency and impact client service.
Linedata's extensible Asset Management Platform - AMP, efficiently enables portfolio and order management, data, and APIs, and smoothly integrates and visualizes assets across all their systems. This gave our client confidence that their new technology solution could meet key objectives:
- Provide streamlined cash forecasting, cash and liquidity management
- Enable holistic views of clients’ holdings across disparate sets of data from multiple sources
- Support publicly traded assets natively in their accounting book of records
- Enhance reconciliation processes for quick, accurate, start-of-day positions, pricing, and valuations
Linedata Asset Management Platform - AMP
Whether you’re an institutional or a wealth manager, Linedata’s innovative Asset Management Platform – AMP – delivers all your business needs on a single platform to adapt nimbly to our changing world.
Cloud-enabled software, collaborative expertise with integrated data and analytics, and the flexibility of our modular design enables better decision-making, streamlines processes, and empowers scale and innovation. A host of special features, such as an intuitive trading user interface and webbased model management delivers value and drives growth, so you can reimagine your business and respond to any challenge.
With over 20 years’ experience, Linedata delivers humanized technology that empowers leading asset management and credit industry firms worldwide to evolve and operate at the highest levels.
Linedata Cloud Hosting
Linedata was a pioneer in hosting 20 years ago and today works closely with clients to help determine the most appropriate cloud solutions aligned with each client’s internal strategy. At Linedata, this includes public, hybrid and private cloud infrastructure including on premise options. This allows clients like this Multi-Family Office to adopt new features more quickly and with ease, and supports better integrations, performance and scalability.
A growing partnership
While Linedata AMP’s cloud enabled flexibility, robust functionality and ease of use are all key selling points, our client comments that, “beyond the feature differentiators, the Linedata team’s willingness to engage in a detailed pre-implementation phase helped both sides gain confidence in the chances of success”.
“The sales engineer’s technical ability, knowledge of the system and thoughtful consideration of the specific use cases we were focused on made all the difference.”
“Highly integrated, automated and auditable workflows are critical for our daily business. Our teams also need immediate access to holistic views of clients’ investments across all assets. The Linedata team shared a customized demo environment that allowed us to validate the platform’s flexibility, robustness and openness in meeting our specific needs.”
Partner and Portfolio Manager, Multi-Family Office with $20B AUM
“Functions that took months to complete can now be completed in minutes.”
“Choosing to host our solution in the cloud will free our IT team to focus on data integration and data management rather than systems administration.”
With 20 years’ experience and 700+ clients in 50 countries, Linedata’s 1100 employees in 20 offices provide global humanized technology solutions and services for the asset management and credit industries that help its clients evolve and operate at the highest levels.
About Linedata Asset Management
We offer a robust, configurable platform of software, data and services that enable our wealth, institutional and alternative clients to grow, operate efficiently, manage change and provide excellent service to their own clients and stakeholders.