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Investment Management Platform

We are dedicated to enhancing your investment management capabilities by harnessing the full potential of your existing investment management platforms, extending functionality, achieving seamless integrations with other tools in your arsenal, or migrating to a new system entirely.

Maximize the Power of Your Investment Management Platforms: We believe that your investment management platforms are the backbone of your success. Our expertise lies in optimizing your current platforms, allowing you to get the most out of their capabilities and driving unparalleled efficiency in your operations.

Extending Functionality for Custom Solutions: With our innovative approach, we extend the functionality of your investment management platforms to cater to your unique needs. Our team of experts collaborates closely with you to understand your specific requirements and create tailor-made solutions that align perfectly with your investment strategies and operational models.

Seamless Integrations for Unified Operations: We understand the importance of a unified approach to investment management. Our seamless integration services ensure that your investment management platforms work in harmony with other tools in your toolkit, creating a cohesive ecosystem that streamlines data flow and communication across your entire operation.

Effortless Migration and Multi-Platform Model: Changing platforms can be daunting, but with Coforge by your side, it becomes a seamless transition. Our services include expert assistance in migrating from one platform to another, ensuring a smooth and hassle-free process. Additionally, we can help you explore a multi-platform model, combining the strengths of multiple platforms for optimal performance.

Within your investment management platform, we have partnered with clients to enhance their capabilities in the following areas:

  • Portfolio Accounting
  • NAV Calculation
  • Reporting and Analytics
  • Risk Management
  • Integration and Automation
  • Regulatory Compliance
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