Products
Finflow Grid:
Tool-Kit for development
- Allows rapid development of resilient processes, using Finflow’s proprietary development framework
- Allows communication between processes (ranging from simple algo calculations to trade execution) and a user, via Excel or a bespoke GUI
- While Excel is used as an interface, all data persists on an integrated SQL database, and processing times are not held back by Excel’s performance
Pre-trade Analytics
Finflow Back Testing
Back-Tester
- Performs systematic back testing of trade ideas
- Incorporates, fundamental research (“Rich/Cheap”), technical analysis and machine-learning sentiment
- Allows the user to “pick and mix” combinations, and configure through an agile interface to see P&L from various scenarios
Finflow Model Template
Fundamental Research Models
- Provides “Rich/Cheap” analysis of a company in relation to its sector peers
- Provides a structured repository, and contains all relevant corporate data (balance sheet info, sales projections, etc.)
- Proprietary data can be incorporated through an interface mechanism, and allows sensitive data to remain entirely within the client environment
Finflow Grid XL
Spread-sheet Optimisation
- Refactors legacy spread-sheets to interface with a database, and allows some or all of the more complex calculations to be moved into an appropriate programming language
- Makes use of Excel, data sources, interfaces to 3rd party vendor systems through api’s and maintains data on a central database
- Spread-sheets can be standardised, perform more efficiently, and invaluable data is never lost
Finflow Algo
Signal Generator
- Extracts pre-defined underlying data and applies assumptions (set, after back-testing) for the generation of trade ideas
- Integrates time-series cleansing, “date matching”, fundamental data, technical data, stop/loss criteria, proprietary data (“ring-fenced”), sentiment data
- Allows user to drive the process, and examine/modify underlying assumptions – also, integrates with trade workflow to allow systematic order execution
Trade Execution
Finflow Grid Order Workflow
Order Management
- Manages order origination and dynamic hedging
- Integrates portfolio management and broker trade execution systems, together with in-house algo mechanisms and stop/loss risk management systems to both monitor and manage positions
- Allows 3rd party portfolio management and broker trade execution systems to integrate with in-house systems, for systemaric processing
Post-trade Attribution
Finflow Risk Engine
Risk Management
- Provides calculations for risk-weighting positions and stop/loss triggers for entry and exit of positions
- Provides all relevant calculations for risk, stop/loss events and ensures portfolio is hedges
- Ensures portfolio is hedged in line with expectations
Finflow Portfolio Attribution
Portfolio Attribution
- Provides position re-balancing data to allow exposure in smart beta criteria
- Provides all relevant calcuations for betas, and applies them to the portfolio
- Ensures portfolio has correct beta exposure