It starts with data
Your clients have given you mandates. And you carefully log all mandate restrictions. It doesn’t matter where you log them, we can create a connection to your mandate data department or database. You can also log mandates directly into our tooling. Either way, we carefully map the parameters needed to execute your hedging strategy. The same applies to authorization flows; these can be entered in a flexible way into the useradmin. Once that is done, we can connect to your portfolio admin and other data sources. We start pulling in the data and go through severe and strict testing protocols. To see if our calculations meet your expectations. Or exceed them. Only when you’re satisfied, we can start deploying the Currency Overlay manager within your organization.