With an established range of ETFs and a need to grow its business, FinEx had a critical need for software specialized in ETFs.
The IPO expert wanted to free up its Portfolio Managers’ time for the strategic side of fund management and automate all the routine aspects of their portfolio management.
Inalytics asked Ryedale to build a solution that would simplify the data management tasks and allow the consultancy team to focus on scrutinizing a transition manager’s performance.
The client realized that it had fallen behind the rival firms rapidly expanding their passive and ETF offerings and needed to fast track an entry to the ETF market.
CalPERS had been using the Ryedale Platform since 2015, licensing the Asset Allocation module to provide PMS and OMS for its Affiliate Program that their existing Charles River software was unable to provide.