Vendors
日本語

thinkFolio

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)

Overview

thinkFolio is a leading multi-asset investment management platform delivering sophisticated capabilities across Portfolio Modelling, Order Management & Trading, Cash & FX Management and Compliance. Its flexible, modular design allows it to be implemented as a single, integrated front-office solution or deployed for specific business units. Institutional asset managers and asset owners leverage us as a trusted, reliable and centralised platform to scale their operations.

Key Features

  • Consolidated Front-Office operating model delivered via a robust & flexible Managed Service platform

  • Ecosystem of interoperable alliances provides suite of best-in-class options to utilize across the investment life-cycle

  • Enables granular understanding of portfolios across all asset classes and is combined with detailed, native analytics and sophisticated modelling tools
  • Open data and analytics framework to integrate and harmonize 3rd party and/or client proprietary content

  • Transparent real-time workflow between traders and fund managers with an open, vendor-neutral approach and broad connectivity to EMS systems, trading networks and venues
  • Sophisticated cash ladder covering multiple asset classes and currencies, enabling fund managers to view future cash amounts across accounts, including redemptions, unsettled trades and other cash flows
  • Simple to understand pre-, intra-, post-trade compliance engine where rules are based upon templates and natural language

Key Benefits

  • Investment Analysis & Modelling Scale - Interactive workbench and functionality suite for user groups driving the cross-asset alpha generation and beta replication processes

  • Front-Office Efficiency - Synthesizes content and workflows to simplify portfolio monitoring, construction and idea implementation

  • Modular and Extensible - Flexible deployment options to suit unique target operating model requirments of our diverse client base

  • Managed Service - Supports cost containment, operational flexibility, scalability and rapid time-to-market

Media

Brochures
Documents
Videos

Product/Service details