Who is this solution for?

Institutions wishing to take close control of the transition management or portfolio restructuring process.

Platform capabilities

Ryedale's Transitions Management module provides:

  • List Manager: a function for maintaining the lists of positions  - required in the initial portfolio by new accounts.
  • Matching: calculates the ‘cross’ between delivery lists and requirement lists.
  • Transfers: manages custodian communications concerning inter-account transfers of securities and value.
  • Trade Orders: manages market trading of the residual, with reporting concerning completion and trading cost.
  • Trading Cost Analysis: get a view of the cost of restructuring the portfolio, split by various criteria.


Contact us to learn more.