Case Studies

The client

The client provides cutting edge technology for simplified business solutions and specializes in serving evolving industry segments such as global energy and commodity trading and risk management. 

The business challenge

  1. No automation of cash management, trade capture, dividend distribution, foreign exchange and general ledger transactions.
  2. Projected cash balances could not be viewed in real time; therefore, the client was unable to keep a close watch on liquidity and credit limits.
  3. Analysis of bond portfolios was manually done and was very tedious.
  4. Lack of comprehensive functionality for handling equities.
  5. Handling spot and forward foreign exchange transactions was not possible. 

The solution

Keeping in mind the unique business challenges and requirement of the client, Tigernix implemented a Financial Portfolio Management Software UI design.

The software is completely user-friendly, simple to use in the first time as well, efficient and reliable. 

Business Benefits

  1. FPM has powerful cash management functions integrated with trade capture, dividend distribution, foreign exchange and general ledger transactions.
  2. Projected cash balances can be viewed in real time enabling the users to keep a close watch on liquidity and credit limits at pre-trade stage.
  3. FPM can handle all types of bonds. Portfolios can be analysed by user defined maturity and yield bands and weight average life, duration, maturity yield.
  4. FPM can handle time deposits. Placements, maturities and roll-overs are automatically posted into the General Ledger.
  5. FPM has comprehensive functionality for handling equities. Corporate actions and dividend entitlements can be processed swiftly across multiple client portfolios with a few mouse clicks.
  6. FPM can handle all types of derivatives. Accounting functions such as P&L and fee accruals can be performed through the General Ledger Module.
  7. FPM can handle spot and forward foreign exchange transactions. Forward positions can be valued in a portfolio along with other investments.