Client Case Study
A Client Solution?
The Client approached Finflow via their Prime brokerage system Vendor.
The core problem for this Long/Short equity hedgefund portfolio manager was that neither his execution platform or portfolio management system had any capability to manage and execute his porfolio, based on his trading and hedging strategy.
Client Story
Design
Pre Trade
Our Finflow quant developer sat with the portfolio manager to gather both the high level trading strategy and mechcanics of the trading algo’s that would be run before a trade would be placed
RAPID ITERATION
tRADE execution
The strategy design was then rapidly iterated into a solution, using our customisable Finflow Grid trading hub.
Pulling in all the required data from stock betas to market data. we then integrated the solution with the broker execution platform.
integrate
Post trade
Finflow then developed a solution which had an interface with the hedge fund’s portfolio management system to update positions and connect with prime brokerage services, such as risk and funding
Implementation
We have found that our clients are results orientated decision makers.
They require a rapid collaborative iterative approach to deliver their system requirements.
Finflow delivers a workable solution quickly with the ability to enhance continually, incremental functionality and trading intelligence as they develop
Bespoke Functionality
Since our initial go live with our long/short hedge fund client, we have added further bespoke functionality for risk and intelligent trade execution – the portfolio manager now has a 360 view of all his trading, on a single OEMS hub.