Calumo
Boost your enterprise performance management through fast integration, real time reporting, and sophisticated planning tools. Organizations are becoming more complex. They require management of changing corporate structures, large amounts of data, and changing market conditions. Calumo, which provides automated reporting, planning and budgeting solutions, is now part of the insightsoftware family. It supports extended planning and analysis to improve corporate performance management. insightsoftware's strategy is a way to provide the best financial and operational reporting and planning solutions for all companies, regardless of size, ERP, EPM or reporting environment preferences.
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Confluence Financial Reporting
We are a global leader for data-driven investment management solutions. We partner with our clients to provide products and services that optimize efficiency and control. You have access to transparent and accurate information about performance and attribution throughout the organization. This gives you the ability to assess and improve your investment strategies. The performance team is an integral part of the investment lifecycle. It is crucial in key decision-making, regulatory compliance, integrity, and building client confidence. It is crucial to be able to accurately assess and evaluate the portfolio's performance in order to make investment decisions. The right tools are essential for performance teams to provide transparency and insight to the front office about the investment performance drivers and the performance strategy.
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JUMP Front-to-Back
CONSOLIDATION
Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc.
AUTOMATION
Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams.
PERFORMANCE OPTIMIZATION
Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests)
REGULATORY COMPLIANCE
Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade
CUSTOMER REQUIREMENTS COMPLIANCE
Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer
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Framework
Private Assets are our specialty. Effective portfolio reporting and investment data management starts with centralised, structured data. It's not easy to do this. Our products and services have been designed for investment firms in all sectors of private asset markets. Framework's solution suite offers clients operational efficiencies, dynamic reports and fluid communication with their stakeholders. Our solution allows you and your employees to decide how your business should operate. Supporting your business operations, stakeholder goals, and regulatory obligations. Our robust data engine can process, combine and convert your data into useful information. You can feed your dashboards, tables, and charts from multiple sources for investment monitoring.
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