Case Study: Mischler Financial achieves on-demand client analytics and a competitive edge with Quantrix Qloud

Mischler Financial Group Uses Quantrix Qloud to Stand Apart

Mischler Financial, the financial industry's oldest service-disabled-veteran–owned broker/dealer, needed a way to give institutional clients access to robust analytics without the cost of Bloomberg terminals or cumbersome spreadsheets and email workflows. To solve that challenge the firm adopted Quantrix Qloud, seeking an online platform that would allow clients on-demand access to models and let Mischler track usage and manage access.

Quantrix delivered a cloud-based Qloud solution with an admin panel, client logins and built‑in usage tracking, enabling Mischler to separate data from presentation and handle multi‑GB data stores that would overwhelm spreadsheets. The result: 24/7 access to portfolio and security analytics, the ability to calculate tens of millions of cells with only a few hundred formulas (even on 2 GB data sets), and a competitive value‑add—models provided free to clients who execute bond trades—giving Mischler a measurable edge in the institutional market.

Mischler Financial

Jason Klinghoffer

Director