EasyAUM delivers tailored software solutions for investment management, simplifying complex processes with advanced technology and expert service.
Gallery
Index Construction
"In our firm’s early stages of growth, EasyAUM helped us build a set of scalable data tools in support of our index construction process. They delivered right on the money. Our collaboration expanded from there and we ultimately worked together to establish a strong foundation for a suite of applications spanning research, investment operations, compliance and marketing. The EasyAUM team’s depth of investment knowledge, technology delivery experience, and direct communication style made them a valuable partner and easy to work with."
Vice President, Operations Strategy
Client: Leading Fundamental Index firm with large assets under license and direct AUM
Existing portfolio construction process was Excel based single user process.
Data collection and computational process was time consuming.
Ability to share models across the enterprise was limited.
Versions of models and tracking changes was not possible.
Source data outliers resulted in errors and delays and were hard to identify.
Challenges with affiliates management, pricing and security master data for Portfolio Accounting application.
EasyAUM delivers tailored software solutions for investment management, simplifying complex processes with advanced technology and expert service.
