Partner Profiles

Charles River Charles River Development is an award-winning provider of technology systems and services to over 280 investment firms in the global institutional, mutual fund, banking, hedge fund, wealth management, insurance and pension industries. The Charles River Investment Management System (Charles River IMS) is a comprehensive front- and middle-office software suite for all asset classes. The system incorporates global real-time electronic trading via FIX through the Charles River Network, a broker-neutral financial network that is fully integrated with Charles River IMS. The company offers many services including implementation and managed services (hosted and remote application management). Founded in 1984, Charles River maintains headquarters in Boston and primary offices in London, Melbourne, New York, Paris, Singapore and Tokyo.

City FinancialsSince 1998, City Financials has supplied corporate treasury software to UK, European and US based clients. Their flagship product, eTC, is a state-of-the-art scalable treasury application. Using the latest database technology together with online Internet access, organizations have the ability to efficiently control their treasury operations. Transaction pricing is provided by the seamless integration of FINCAD's FINCAD Analytics. For more information, visit www.cityfinancials.com.

DST International With 21 offices and over 1700 professionals to support its growing client base, DST International provides a unique and comprehensive range of investment management and business process management software solutions and related services to 700 clients in 55 countries. www.dstinternational.com

QuestEnfusion LLC delivers a hosted portfolio management system to clients in the financial services industry. The Integráta platform streamlines trade capture, helps minimize human error and automates many processes for a much more efficient front office operation. It also provides seamless integration with prime and execution brokers.

FINCAD analytics are seamlessly integrated into Integráta. Through our strategic relationship with FINCAD, we are able to provide our clients with a cost effective solution delivered via an ASP model.

With our unique real-time reporting engine, users can “slice and dice” through their portfolios with great speed and ease. The engine displays P&L and risk numbers from multiple asset classes on the same report. Trades and positions can be aggregated by industry, sector or at any organizational hierarchy level. For more information, please visit us at www.enfusionsytems.com

FermatInitiated in 1996, Fermat’s enterprise-wide risk management platform is an integrated suite of software packages providing risk and performance management software to investment firms, retail and commercial banking operations and credit institutions worldwide. Fermat’s software suite addresses operational and regulatory requirements, providing both economic and regulatory risk measurement approaches and compliance. This suite addresses both Normative and Economic risk management. FINCAD's FINCAD Analytics are an important component of Fermat's financial software which is comprised of an integrated suite of business solutions to support continuous survey and control for financial institutions competing in a dynamic and time-critical environment

Fermat is headquartered in Brussels, Belgium. It has a strong international focus both in terms of people and business. Diverse teams of 25 different nationalities are servicing more than 100 reference sites in 27 countries throughout Europe, the Middle East, Africa, the Americas and Asia Pacific.

For more information, visit www.fermat.eu

FXpressFXpress delivers comprehensive treasury and risk management solutions to the corporate treasuries of Fortune 1000 companies worldwide. Products from FXpress enable the efficient management of financial risk portfolios, including the comprehensive management of currency, commodity, and interest rate exposures and hedges, counterparty risk analysis, settlement and confirmation processes, and FAS 133/138 fair value accounting. FINCAD Analytics are integrated into the FIRST™ Treasury System, FXpress’ web-based global treasury management system, making it possible for users to efficiently and accurately price, manage and account for various funding and hedging relationships as well as model and simulate market movements on various user-defined portfolios. For more information, visit www.fxpress.com.

Kalahari LimitedKalahari Limited develops analytical and price discovery software for front office traders in banks, money broking companies, corporations and other trading institutions. Based in the UK, with a North American office, Kalahari has achieved an impressive global customer base in its 13 years of operation. Customers include many of the world's largest global financial players, such as ABN Amro, Barclays Capital, Garban Intercapital and Tullett and Tokyo Liberty.

FINCAD's FINCAD Analytics are embedded within Kalahari products to provide customers with superior pricing tools. The Kalahari product line includes: k.A.C.E.(Kalahari Advanced Calculation Environment) a leading intelligent price discovery system, WinDiamond32 for pricing FRAs and Swaps and Trio Arbitrage for performing calculations on an array of prices between Deposits and Forward FX, and between FRAs and Forward FX. For more information, visit www.kalahari.co.uk.

Masfin Consulting IncMasfin Consulting Inc. completes the most challenging and tedious undertakings when it comes to collecting, cleaning and normalizing financial systems and data, resulting in sound frameworks for risk management and other systems for the financial industry. We have applied this solid infrastructure towards enterprise wide risk systems, workflow automation for entire product areas, as well as system implementations for Front-Office, Mid-Office, Operations and Finance.

Masfin has succeeded time and again in building enterprise-wide risk management systems using FINCAD’s industry standard analytics. We know what works and what doesn’t when it comes to building a sound platform for a successful FINCAD implementation. Our n2/3® approach of iterative project phases, very small project teams, effective prototyping and using our power tools (micro-project components) has led our clients to remarkable success stories. For more information, visit www.masfin.com.

Milliman Milliman develops hedging analytics and provides related consulting services for financial institutions, including insurance companies, banks, mortgage servicers, money managers and defined benefit plans. We have integrated FINCAD into our Monte Carlo-based stochastic valuation and simulation program, MG-Hedge®. We have also integrated FINCAD into our Trade Positioning System ("TPS"), which provides trading recommendations based on nightly runs of the MG-Hedge® system. In addition, we develop custom analytics incorporating FINCAD functionality.

Some examples of applications of our analytics include the daily risk management of equity and fixed income variable annuity products and fixed annuity products offered by insurance companies and banks and the risk management of mortgage servicing by mortgage servicers. Our systems have been deployed in U.S., European and Asian markets.

For more information about Milliman's risk management advisory services and tools, visit the Milliman Hedging Advisory website.

 

Odessy logoOdyssey is an industry leader in the global provision of wealth and asset management solutions and services. More than 180 financial institutions in 30 countries have chosen Odyssey solutions; of the top 25 European banks, 15 are Odyssey customers. Odyssey focuses on providing a comprehensive range of components for portfolio management, advisory, customer relationship, compliance, risk, and analytics - deployed on a single scalable wealth and asset management platform.

In May 2007 Odyssey acquired CAfIT- a leading specialist provider of Fixed Income, Derivatives & Balanced Fund solutions for global asset management institutions. The CAfIT products now form the core of Odyssey’s Asset Management solution. FINCAD's fixed income models are an integrated part of the solution.

Founded in Luxembourg in 1995, Odyssey today has offices in the key financial centres, including London, New York, Toronto, Singapore, Zurich, Frankfurt, Brussels, Geneva, Madrid and Tokyo. Odyssey’s operational head office and main development centre is located in Lausanne, Switzerland. Throughout this knowledgeable network Odyssey employs over 450 professionals.

For further information, please visit: www.odyssey-group.com.

Selkirk Financial TechnologiesSelkirk, a leading provider of cash, treasury management and eCommerce solutions and has been committed to building comprehensive treasury solutions for more than a decade. Selkirk's treasury system helps organizations manage and optimize cash, financial transactions and financial risk for better and informed financing decisions. The integration of FINCAD's FINCAD Analytics within their treasury system provides support for any financial instrument valuation.

Selkirk's client list, including IBM Corp., Hitachi America, TDK U.S.A Corp, MasterCard Int., and Lexmark Int. reads like the Who's Who of the North American business establishment. Since the initial release of its treasury system, Selkirk has experienced tremendous growth and was awarded the Deloitte & Touche Technology Fast 500 - a ranking of the 500 fastest growing companies in North America. For more information, visit www.SelkirkFinancial.com.

TechMatrixBased in Tokyo Japan and founded in 1984, TechMatrix utilizes the most advanced Information technologies to provide customers with the timely, stable and cost-effective business solutions they need to evolve their business models. TechMatrix is able to deliver complete mission critical financial systems by offering in-house products and expertise in combination with utilizing FINCAD technology to address the specific needs of the financial vertical. FINCAD technology is an important component of the risk management solutions TechMatrix offers to its customers.
For more information about Techmatrix’s products and services, please contact Mitsunori Takata, FINCAD Sales representative, at +81-3-5792-8607, or email takata@techmatrix.co.jp and other contacts (Toshiyuki Nose, Tomojiro Matsui, Akemi Sugiyama). Alternatively, visit TechMatrix's website at http://www.techmatrix.co.jp/products/financial/fincad/

TietoEnatorTietoEnator is a leading partner for IT-solutions within the financial sector on the European market. TietoEnator provides complete treasury and risk management solutions to finance departments in large companies and banks. Companies use the modular, flexible SYSTEM10 to facilitate their business and trade operations in international finance markets. Treasury operations can select the modules that they need or install the entire system for a complete front, middle and back office solution.

SYSTEM10 interfaces with FINCAD's FINCAD Analytics to provide comprehensive financial instrument valuation, including support to revalue almost every exotic option available on the market today. The TietoEnator group employs more than 11,000 IT professionals and has a turnover of USD 1.1 billion. For more information, visit www.system10.com.


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