Specialized Analytics
Use sophisticated native analytics to slice and dice portfolios and perform benchmark comparisons, portfolio targeting, what-if scenarios and rate shocking analysis. Integrate proprietary and third-party analytics to complement these native capabilities.
Sophisticated Modeling Tools
Model the impact of different scenarios and decisions on portfolio structure and cash flows, simplify rebalances and put new capital to work easily. Use the sophisticated cash ladder to view future cash amounts across accounts, taking in bond and loan projected cash flows, redemptions, unsettled trades and other cash flows.
Ease of Integration
Use Thinkfolio’s flexible and extensible architecture to integrate with existing environments. The system can be deployed as a comprehensive cross-asset-class portfolio modeling and order management system or used to address specific capability gaps in incumbent systems. Thinkfolio’s Compliance API allows quants modellers and other external modelling engines to pre-emptively test pre-trade compliance for generated ideas before submission for execution.
Reduced Operational Risk
Eliminate errors associated with manual processes, while enjoying many of the benefits of spreadsheets by using Thinkfolio’s detailed and flexible approach to modeling.
Built-in Compliance
Leverage an integrated compliance engine that enables you to perform pre- and post-trade checks to ensure compliance with customer guidelines, regulatory restrictions and in-house mandates.
