Portfolio Management Solution

Quantifi’s integrated front-to-back office solution supports comprehensive coverage across fixed income, credit, equities, FX, commodities, inflation, loans, rates & hybrids.

Market-leading models deliver ground-breaking performance, giving you the flexibility to adapt as your strategies evolve, and ensuring that you stay ahead of the curve.

With Quantifi, you can better value, trade and risk manage your exposures and respond more effectively to changing market conditions.

A full suite of compliance, limits and regulatory features are designed to mitigate your firm’s exposure. Flexible limits can be set across any number of measures including asset class, counterparties, brokers and clearinghouses to satisfy internal policy limits, portfolio guidelines and regulatory limits.

With Quantifi, you can manage the full trade life cycle with end-to-end support for trade progression from inception to maturity.

Benefit from complex client-driven analysis, strategy back-testing, ad hoc portfolio what-if analysis – all using mixed data sets from diverse sources.

Quantifi provides the most comprehensive financial development library available. Our market-leading models are used by major financial institutions across financial markets including Tier-1 banks. They are thread-safe, multicore-enabled and highly optimised for performance.

By combining advanced analytics with the latest tools and techniques, Quantifi is at the forefront of helping firms optimise their risk exposures, improve performance and accelerate growth.

The ability to call Quantifi from Python makes it easy to extend the high-level functionality of the model library and combine the models with the most popular libraries in data science and machine learning including pandas and TensorFlow.

Full transparency is achieved with interactive drilldown, slicing and aggregation across all data. Accurately monitor risk on a portfolio and incremental basis to evaluate portfolio impact.

Integrated reporting, stress-testing & scenario analysis provide portfolio managers with the transparency to manage risk and hedge exposures.

With Quantifi, clients can leverage pre-built stress tests or create customised scenarios reflecting user-defined risk metrics. With access to real-time, historical, and custom reporting, you can create a single view of risk.

Our open APIs and tools that give clients the flexibility they need, not just a black box.

New technology combined with outstanding support ensure a fast, seamless implementation with minimal disruption to your existing workflows and processes.

Quantifi’s microservices architecture is built up of single-purpose components allowing functionality to be consumed in ways applicable to your unique business requirements.

Quantifi comes with a fully configurable workflow engine for full control and operational efficiency.

Workflow states, transitions, pre and post conditions can all be specified and configured.

Quantifi’s workflow offers a full connectivity layer allowing integration with Administrators, Prime Brokers, Clearing houses and others. The workflow integrates statuses from external systems and tracks exceptions and resolutions.

Quantifi integrates with data science technology to provide cloud native, scalable performance for large data sets.

Rich ETL capabilities seamlessly integrated with existing data repositories and third-party data providers.