Case Study: Global Asset and Wealth Managing Company achieves improved portfolio management and risk control with Quantifi

Global Asset and Wealth Manager Selects Quantifi for Portfolio Management

Global Asset and Wealth Managing Company, one of the world’s largest asset and wealth managers, needed a single front-to-administrator solution for trading and risk management to support growth, market changes, and regulatory requirements such as MiFID, EMIR, and Dodd-Frank. The firm turned to Quantifi for a multi-asset portfolio management system that could unify trading, portfolio, and risk workflows across the front, middle, and back office.

Quantifi implemented an integrated cross-asset platform for portfolio management, market/counterparty/liquidity risk, OIS valuation, CVA/FVA analytics, and connectivity with PBs and administrators, supported by rich ETL, service-based integration, and plug-in APIs. The result was a lower total cost of ownership, faster implementation, and stronger reporting and analytics, with the client’s five-year cost/benefit analysis projecting a 275% ROI and a payback period of less than one year.