Implementing Thinkfolio

The Case
A start-up fixed income asset management firm required assistance in setting up the technology infrastructure required to get their business up and running and so were looking for a technology partner specialising in fund management technologies.
 

Our Approach
We defined an IT strategy and architecture for the new company which involved leading a request for proposal process to select an order management system, through which Thinkfolio was selected. We provided the IT solution needed for the firm’s FCA submissions and put in place a joint project team to produce a set of deliverables to get the new business up and running.
 

In addition to Thinkfolio, we designed a set of interfaces to move data to and from their third party administrator (TPA) which included real time trade interfaces as well as the daily load of security, position and cash data. We recommended that all software was hosted in the cloud and helped the firm select a suitable infrastructure provider.
 

The End Result
We implemented and configured Thinkfolio, oversaw the building and testing of the TPA interfaces and delivered the complete project within three months. Following this, we have provided regular IT development and support to assist the firm in implementing upgrades to Thinkfolio and additional interfaces as well as on-boarding of new investment mandates.