Linedata
9 Case Studies
A Linedata Case Study
Redwheel, a specialist investment manager with $17.5 billion in assets under management, required a robust portfolio management system to serve as its Investment Book of Record (IBOR) and maintain operational consistency across its diverse fund structures. To meet this challenge and navigate complex market demands, the firm partnered with vendor Linedata and implemented their Linedata Global Hedge solution.
The solution provided by Linedata delivered seamless integration with Redwheel's evolving infrastructure, including API upgrades that dramatically improved efficiency. It reliably supports daily valuations, reconciliation, pricing, and downstream reporting. After 24 years of use, Redwheel reports that Linedata provides exceptional customer support that consistently outperforms industry standards, and the system has proven adaptable enough to support the firm's long-term growth.