EasyAUM offers business critical software solutions for investment management firms and corporate treasury. We focus on making things simpler with our software, our client servicing, ease of relationships and our implementation methodologies
Traditional Investment Managers
Navigate complex investment process workflows with our market data management, client reporting and portfolio management solutions.
Manage client portfolios and grow their business with our incisive client reporting, data management and portfolio management solutions
Alternative Investment Managers
Comply with evolving regulations and risk management requirements using our regulatory reporting, risk and compliance solutions.
Use our data management solutions to source interest, forex, swaps, sovereign and other rates for their treasury and enterprise systems.
Data Management Solutions
- Market data from top-tier and niche vendor
- Design, build and transform flexible robust data warehouse solutions
- Integrate portfolio accounting, reporting and enterprise systems
- Best in class asset management and securities classification services
Portfolio Management Solutions
- Scalable portfolio construction processes
- Asset Allocation Modeling & Rebalancing
- Portfolio Guidelines monitoring
- Liquidity Requirements
- GIPS Compliance
“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.”
Trusted performance, risk calculations
We put a premium on testing, standards and client responsiveness.
Industry Class Solutions
Our products are precise, robust and scalable. They do what clients need without fluff.
Less is More
We make your existing investments count and focus on efficiency and efficacy.
Quick turnaround for bespoke client requirements
Backed by products and technologies that integrate with your systems.
Lean, milestone driven, iterative methodologies
We reduce your administrative overhead, are nimble and easily accessible.
We care about our clients and believe in partnership
We thrive with you, hand in hand long term.
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