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.