Adapt
Stop waiting for version upgrades that might never come. Configure new requirements with our no-code wizards or let us build bespoke functionality for a modest add-on fee.
We've got a configuration for that …
Support new products, strategies, and client asks in weeks, not months or years.
With ready-made workflows and the ability to build bespoke functionality fast, InfoReach enables your asset management desk to adapt quickly to changing requirements and seize new opportunities instead of letting them pass by.
The asset management platform built for today and tomorrow
InfoReach handles your asset management desk's current requirements, and also those you don't know you need yet:
- Multi-asset trading in equities, futures, options, FX, crypto, fixed income, as well as structured notes and other selected alternatives
- Portfolio, list, and rebalance trading workflows
- Configurable market data and execution stack with support for your preferred vendors and algorithms
- Automated regulatory reporting and back-end data exports
One solution, myriad possibilities
Unify
Run all your trading on one platform for end-to-end visibility (and a better experience for your team). No more switching between different screens, systems, and formats.
Control
Self-service investigative tools and our proactive, engineer-led monitoring and support ensure most issues are handled promptly, before they impact your trading desk.
InfoReach delivered on a client ask I'd never encountered in 20+ years in business
The client was adamant and InfoReach delivered despite the complexity. I was humbled by their professionalism, perseverance, and attitude.
Sanford Bernstein
Flexible. Agile. Comprehensive
Multi-asset coverage
Our asset management solution supports equities, futures, options, FX, crypto, fixed income, structured notes, and other selected alternatives. No need to juggle different systems or devise workarounds for specific asset classes.
Purpose-built workflows
Handle portfolio lists, crossfund rebalances, and transitions, construct baskets, and visualize and track your exposures by country, sector, currency, and buy / sell imbalance with a few clicks.
Inspectable audit trail
Automate regulatory reports and export detailed trade data for internal and client reporting. You can also investigate any order's routing, which rules fired (and why), and the full message log in granular detail.
Chameleon UI
Set up our solution's interface to mimic your current one and keep the learning curve to a minimum. You can also design bespoke layouts and tailor dashboards, order tickets, fields, and alerts to how you already work.
No-code configuration
Wizard-driven tools make it easy to set up new workflows, screens, or calculations in-house, even if you don't have specialized developers on the team. Our engineers can also build bespoke capabilities in as little as a few days.
Proactive, engineer-led support
Get direct access to people who know the platform. 30% of our staff are support engineers, and 30% are software engineers, so you'll never have to wait for somebody to take your issue up the chain.
Pristine.
There's no other word for it. Everything worked with the TMS 6.2 release InfoReach built for us right away, and there were NO problems. It's an absolute pleasure to work with such conscientious people.
UBS Asset Management
Always be ready
Whatever requirements your asset management clients throw at you, InfoReach can help you make it happen for them.
See InfoReach TMS for Your Asset Management Desk
Tell us about your desk. We’ll arrange a demo focused on your portfolio, basket, rebalance, and multi-asset execution workflows.