Driving Superior Risk Analytics, Leading Integration & Technology Partners

Focusing on our core strengths in risk management software and portfolio construction, FinAnalytica partners with best-of-breed integration and technology firms in providing high quality risk analytics and reporting to the broad spectrum of the buy-side community and in enabling rapid implementation and high ROI for our customers.

Founded in 1996, PerTrac Financial Solutions currently serves nearly 2,000 clients in 50 countries. The company offers an integrated suite of software solutions for investment professionals including fund managers, funds of funds, institutional investors, consultants and service providers. Products in the PerTrac Suite include the PerTrac Analytical Platform, the world’s leading investment analysis and asset allocation software; PerTrac CMS, designed to help investment professionals better handle their fund investing, due diligence, capital raising, and investor relations workflows; PerTrac Portfolio Manager, for creating, monitoring, and maintaining successful multi-manager portfolios; PerTrac P-Card, a revolutionary tool for distributing, collecting, and updating investment data; and PerTrac RiskPlus, a sophisticated returns-based portfolio risk analytics solution powered by FinAnalytica. For more information, see www.pertrac.com.

RIMES, the financial data integrator, delivers the world’s premier sources of data to fund managers, investment banks, custodians and corporations. In 1996 RIMES pioneered the delivery of highly-customized information and analytics via the internet; over 200 financial databases are now available. RIMES data is delivered either through powerful desktop analytical tools geared towards front-office operations, or through RIMES SmartFiles® delivering custom file services directly to the mid and back-office. Operating on the principles of quality, speed, cost-effectiveness and reliability, RIMES continues to drive change through product and service innovation. Rimes SmartFiles provide timely, high quality updates of index and benchmark data to FinAnalytica's Cognity risk management software.  For more information, see www.rimes.com.

Founded in 1990, FINCAD provides software and services supporting the valuation and risk management of cross-asset class derivatives and fixed income securities to banks, corporate treasuries, asset management firms, hedge funds, auditors and governments. FINCAD is the industry standard for financial analytics used by more than 35,000 financial professionals in over 80 countries. Over 70 FINCAD Alliance Partners embed FINCAD analytics within their solutions. FINCAD provides sales and client services from Dublin, Ireland and Vancouver, Canada. FINCAD risk analytics calculators are integrated into the Cognity risk management software. For additional information, visit www.fincad.com.

ConvergEx’s Eze Castle Software has been a leading provider of global technology solutions that automate the investment process since 1995. The Eze OMSTM, a global, multi-strategy order management system, leverages a real-time, service-component architecture to streamline the investment cycle for all asset classes – from idea generation through settlement.

Eze has more than 400 clients and offices in Boston, Chicago, Hong Kong, London, New York, San Francisco, Singapore, Stamford, and Sydney.

The Eze OMS provides functionality to support:

• Portfolio Management – comprehensive modeling; “what-if” analysis; real-time P/L, exposure and liquidity analysis; cash management; portfolio rebalancing.
• Compliance – fully configurable pre-, intra, and post-trade compliance; regulatory, investor, and firm rules; hundreds of industry-standard libraries and templates; restricted lists, concentration, comparison, and risk exposures.
• Trading – flexible, real-time blotter; access to Level I and II market data, time & sales, TCA, market watch and charts; multi-asset class trade and allocation processing; single-click execution at 55 global markets; access to 500+ execution venues via FIX including dark pools, crossing engines, ECNs, and 650+ advanced trading strategies from 65+ brokers;
• Operations – vendor-neutral integration with 250+ third parties; auditing; real-time alerting and system monitoring; commission management; reference data management; comprehensive reporting.

Cognity risk analytics and  risk management software are integrated on to the Eze OMS platform. For more information, please visit www.convergex.com