Case Study: Prescient Fund Services achieves fast, accurate valuations and greater automation with FINCAD

Prescient Fund Services Offers Clients Accurate Valuations and Analytics Using FINCAD

Prescient Fund Services, a specialist provider of outsourced administration and platform services to asset managers and institutional investors, needed a valuation and trade solution to price fixed income and derivatives when it implemented Eagle Investment Systems. The firm required an easy-to-use, well-documented tool flexible enough to model a wide range of instruments, and selected FINCAD’s FINCAD Analytics Suite for Excel to meet those needs.

FINCAD delivered an Excel-based analytics library with pre-built, cross-asset models and responsive quant support, enabling Prescient to price OTC instruments daily and integrate valuations into its accounting workflows. The FINCAD solution produced faster, more accurate pricing, eliminated time spent building models from scratch, improved automation through Eagle integration, and provided scalability to support Prescient’s client growth and expanded service offerings.

Prescient Fund Services

Brett Kalil

valuation and risk specialist