A French enterprise software developer created twenty years ago has developed a complete front-to-back, flexible, modular and cost-effective asset management solution.
Among the main areas covered by the solution are:
- Portfolio Management
- Order management
- Risk and compliance
- Performances and simulations
- Back office and custody
- Cash and guarantees
- Reports
- Connectivity
The software is both in French and in English.
The company has clients in France and the Middle East, including some large accounts.
The company is looking for software resellers and value-added distributors to distribute its asset management software to financial institutions (banks, asset management companies, funds).
The partners will offer their customers the software of the French company within the framework of commercial agency agreement. Software resellers will focus on reselling software. While value-added distributors will sell it and provide services (installation, configuration, migration, etc.). They will also offer front-line pre-sales and technical support functions.
Advantages & innovations
Among the key advantages of the solutions:
- The software is front-to-back and has a very large features span. It quasi-entirely covers the needs of the asset management profession.
- The team is composed of finance professionals.
- The solution is cost-effective. It is a modular solution, i.e. clients choose what features and modules they need.
- The solution can easily be connected and interfaced to other solutions. The database is open, web application programming interfaces (APIs) are available.
Stage of development
Already on the market
Partner sought
The company seeks partners such as:
- Software resellers;
- Value-added distributors.
The partner should have strong knowledge of and connection with asset management firms and the financial system in its location.
Tasks to be performed by the partner sought:
1. Commercialize all or part of the French company's solution;
2. Provide professional services to support the deployment of the technology;
3. Offer services including consulting, implementation, and integration.