INVESTMENT MANAGEMENT
Portfolio Management Solution
Cross-asset trading, front-to-back operations, position and risk management and regulatory reporting is all on a single, integrated, real-time platform.
next-generation technology
Gain a Competitive Edge
Investment management firms by nature need to respond rapidly to market shifts to minimise risk and take advantage of new opportunities presented by market and regulatory change. Quantifi’s Portfolio Management System (PMS) addresses these changes with an integrated platform that breaks down barriers between front, middle and back office functions. We provide comprehensive cross-asset support for all major asset classes including credit, fixed income, money markets, equities, FX, rates and commodities.

An integrated platform to support front-to-back office functions

Provide new levels of usability, flexibility & integration

Trusted by start-ups & some of the largest investment managers
KEY FEATURES
This is How We Do it

Cross-asset Support
Comprehensive coverage across all major asset classes: fixed income, money markets, equities, FX, rates, credit, commodities.

Calculate & Report Risk
Market risk measures include VaR, sensitivities, ‘what if’ analysis and complex user-defined scenarios can be calculated and reported.

Position Management and P&L
Accurately calculated in real time including options to value using different currencies, sensitivity-based and revaluation explanations and audit.

Enhance Operational Efficiency
A fully configurable workflow allowing integration with administrators, PBs, clearing houses and others.

Seamlessly Integrate
Open architecture seamlessly integrates with existing systems as well as prime brokers & fund administrators using unique plug-in APIs.

Manage Trade Life Cycle
Manage the full trade life cycle with end-to-end support for trade progression from inception to maturity.
client stories
Why companies choose Quantifi

Quantifi is the core of our infrastructure and is implemented across our front, middle and back office for intra-day pricing, pre-trade analytics, stress testing and intra-day and end-of-day risk runs. Quantifi rates high on ease-of-use, its unique modelling capabilities and the flexibility to define custom workflows.
FEATURED VIDEO
Next Generation Portfolio Management System
Delivering cross-asset trading, front-to-back operations, position management, accurate analytics, risk management, margining and regulatory reporting, Quantifi’s integrated solution provides consistency between front, middle and back office functions.
insights
Navigate major trends & developments shaping the industry
Leveraging Data Science for Next Generation Risk & PnL
Over the last few years, there has been a step change in the role of data and technology in trading, risk management and investment decision-making. Firms are deploying data science tools to improve risk assessment and business response strategies, and bring more rigour to their operations.
Palm Lane Capital Selects Quantifi’s Portfolio Management Solution
Palm Lane Capital is a London based alternative credit asset manager that applies both quantitative and fundamental analysis to generate returns from relative value opportunities arising from inefficiencies and dislocations in credit markets.
Data Science Enabled Portfolio Management Solution
Quantifi's data science platform provides clients with the ability to do complex data analysis and flexible reporting using Python, Jupyter Notebooks and other popular data science tools. Integrated with Quantifi’s proven portfolio management solution, users benefit from complex client-driven analysis, strategy back-testing, ad-hoc portfolio what-if analysis - all using mixed data sets from diverse sources.
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