“EasyAUM has been an outstanding partner for our firm. They have helped us with various aspects of performance reporting including composite reporting and individual client reporting, as well as assisting us with complex data management issues. They take a collaborative approach to helping clients solve their reporting needs. Their staff is knowledgeable, professional and very easy to work with. We really appreciate the work that they have done to take our performance reporting to the next level.”

“EasyAUM has developed several bespoke risk and regulatory reporting solutions for our firm, which incorporate complex workflows, products, and asset classes. I am continually impressed by their ability to deliver highly functional and robust systems within a demanding timeframe and on budget. Their expertise and professionalism is second to none and they have quickly become our partner of choice.”

“We have very specific data requirements and a diverse set of fixed income and equity asset types. MarketBridge is very flexible and provides a comprehensive interface of Bloomberg market data for our systems. The EasyAUM team is GREAT to work with. All communications were clear, concise, and quick.”

“We have used Portfolio. Landscape since 2012. The software made a major difference and gave us a more efficient and robust process for improving reporting. We needed to integrate data from multiple sources. The EasyAUM product team made the integration process seamless.”