Banking and Finance
The nature of the technology challenge for financial institutions sector has changed rapidly over the last few years. Mutating market conditions and a new regulatory environment are testing the capacity of organizations big and small to adapt in an efficient and cost effective manner.
At Sofistar we believe that the implementation of new technology must deliver a positive experience and tangible operational benefits. Therefore, we see every project as a journey that we take with our clients. Key to this journey is an understanding of our clients’ processes and needs, coupled with our hands-on experience and deeply grounded theoretical knowledge. These elements allow us to give you valuable insight on business best practices and their technological implementation.
We advise our clients in banking and finance on a wide range of technology and strategic issues in a variety of fields: repo and securities lending, systematic trading, derivatives, risk management, exchange technology, third party software evaluation, processing and accounting and lifecycle analysis.
Asset Management
Just like the banking industry, asset managers and wealth managers are facing fierce competition, regulatory challenges and a need to control cost. Companies that have built over the years large institutional frameworks are finding it difficult to adapt to the ever shifting investors needs. Smaller companies who rely on processes that are sometimes disconnected and on “off-the-shelves” products, are finding equally difficult to adapt their systems in order to meet at a reasonable cost the robustness required by clients and regulators.
Sofistar provides asset and wealth managers with institutional-grade software solutions that allow them to automate their investment and management process without the cost and the complexity normally associated with an institutional framework. We advise our clients on how to use smart technology to control the whole workflow, making it easier to manage risk, asset allocation and investment strategies. We offer solutions for portfolio management, performance attribution and valuation, the development of trading strategies, back testing and pricing, automated trading, management of corporate actions, fund administration and distribution.