EasyAUM offers Tailored Software for Investment Management & Corporate Treasuries

Key Client Benefits

EasyAUM provides innovative, business-critical software solutions specifically designed for investment management firms and corporate treasuries. We excel in simplifying complex investment processes through advanced technology, personalized client service, and seamless, milestone-driven implementation methodologies.

What Our Customers Are Saying

Our Clients constitute leading investment and wealth management firms that are looking to simplify investment process workflows to create greater value for their end-clients. We collaborate with our clients to deeply understand their requirements and solicit their feedback. What our clients consistently tell us is that our value proposition revolves around Investment Expertise, Flexibility, and Quality delivered with a spirit of partnership.

“EasyAUM has been an outstanding partner for our firm. They have helped us with various aspects of performance reporting including composite reporting and individual client reporting, as well as assisting us with complex data management issues. They take a collaborative approach to helping clients solve their reporting needs. Their staff is knowledgeable, professional and very easy to work with. We really appreciate the work that they have done to take our performance reporting to the next level.”

- SVP, Strategic & Product Development, Large Asset Owner

“EasyAUM has developed several bespoke risk and regulatory reporting solutions for our firm, which incorporate complex workflows, products, and asset classes. I am continually impressed by their ability to deliver highly functional and robust systems within a demanding timeframe and on budget. Their expertise and professionalism is second to none and they have quickly become our partner of choice.”

– Director of Application Development, Global Alternative Investment Manager

“Our firm has been using EasyAUM’s MarketBridge product since 2016 to automate and enhance some processes such as securities set-up, pricing and retrieving / translating other market data.

We are very pleased overall with EasyAUM reliability, knowledge, and ability to adapt the software to our needs as conditions change. Their team is always a pleasure to work with. I would recommend to anyone looking for an investment management software solution.”

– VP, Settlements, Global Investment Manager

“We have very specific data requirements and a diverse set of fixed income and equity asset types. MarketBridge is very flexible and provides a comprehensive interface of Bloomberg market data for our systems.

The EasyAUM team is GREAT to work with. All communications were clear, concise, and quick.”

– Director of Information Systems, Investment Manager managing Fixed Income mandates

“We have used PortfolioLandscape since 2012.

The software made a major difference and gave us a more efficient and robust process for improving reporting.

We needed to integrate data from multiple sources. The EasyAUM product team made the integration process seamless.”

- Principal and Portfolio Manager, Global Investment Manager

“When Form PF was first introduced, the new filing requirement was particularly burdensome for larger, diversified asset managers. Compiling the necessary data required input from multiple departments including Compliance, Risk, Accounting, Client Service and Operations. The process was tedious, time consuming and prone to errors. We engaged EasyAUM to develop a system to source the data and manage the Form PF workflow, review and approval process. The solution was effective and reliable and it drastically reduced the effort and the risks associated with Form PF filings.”

- Chief Operating Officer, Large Private Fund Manager

Client Success Stories

Our Clients constitute leading investment management firms that are looking to simplify investment process workflows to create greater value for their end-clients. We collaborate with our clients to deeply understand their requirements and solicit their feedback. What our Clients consistently tell us is that our value proposition revolves around Investment Expertise, Flexibility and Quality Delivered with a spirit of Partnership.