GlobalLogic partners with software product companies to quickly and profitably build scalable and secure investment management systems. GlobalLogic enables its partners to accelerate product time-to-market, improve product quality and reduce total cost of ownership (TCO) by leveraging robust design strategies, cutting edge technology and proven distributed Agile methods.
GlobalLogic offers expertise in a wide variety of wealth investment solutions, including asset management solutions, investment and advisory services, portfolio construction, sales solutions and product analysis.
Asset Management Solutions
- Client Hierarchy Management to support multiple hierarchy levels (client, legal entity, sub-ownership, account, sub-account)
- Client and relationship views
- Client and portfolio performance management
Investment and Advisory Services
- Financial and operational planning and budgeting
- Portfolio performance reporting
- Data collection workflows for financial statements
- Tax report generation
- Fund management solution
Portfolio Construction
- Entitlement-based asset allocation planning
- Cash flow forecasting
- Monte Carlo simulations for modeling risk factors
- Simulations for forecasting while also analyzing historical data
Sales Solutions
- Sales and relationships management
- Investor profiling and risk assessment
- Compliant proposal production
Product Analysis
- Comparison and analysis of financial products
- Financial calculations on performance data, prices and indices
- Product data administration for validity |
