Case Study: an investment management firm automates valuation and risk workflows with Numerix FINCAD

Investment Management Firm automates valuation and risk workflows with NumeriX

A major investment management firm sought to automate its valuation and risk workflows, which were reliant on manual processes using Visual Basic for Applications (VBA). To modernize, they partnered with vendor NumeriX and adopted its FINCAD Analytics Suite.

The solution involved migrating the firm's critical workflows from VBA to Python using NumeriX's FINCAD. This transition provided greater efficiency and flexibility, enabling the client to keep pace with industry standards. According to their Project Manager, the move was a natural progression that successfully automated their processes and delivered significant benefits.