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.

Wealth Managers

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.

Corporate Treasury

Use our data management solutions to source interest, forex, swaps, sovereign and other rates for their treasury and enterprise systems.

Solutions

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

Client & Regulatory Reporting

  • Portfolio and performance reporting for advisors, intermediaries and clients
  • Investment metrics by account, client, household and other classifications
  • SEC Form PF reporting
  • OPERA risk reporting

Client Experience

“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.