Client Type: Managed Accounts Platform
Size: Largest in the World
This client maintains uses AlternativeSoft with a large Microsoft SQL Database that includes their own-funds, third-party funds and market data. AlternativeSoft enables the client to structure bespoke portfolios comprising ETFs, mutual funds and Alternatives to meet defined institutional clients’ needs. AlternativeSoft is used for deep portfolio construction for their managed accounts and is crucial in their client reporting processes. There have been clear cost-savings achieved for the client through the implementation of AlternativeSoft – through working smarter and being able to deliver more in less time.