thinkFolio is a cross-asset-class order management (OMS) and portfolio modelling system (PMS). It can be implemented as a single, integrated investment management platform, which supports the entire front office, or deployed tactically for the following use cases: cash management and FX, fixed income modelling and loans.

Asset classes

  • fixed income
  • |
  • loans
  • |
  • equities
  • |
  • cash
  • |
  • foreign exchange
  • |
  • derivatives


  • $2 trillion+ combined AuM of clients
  • Nativereal-time analytics
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Product Summary

thinkFolio is an enterprise-class order management and portfolio modelling system that supports the following front-office workflows:

  • Portfolio modelling

    from benchmark comparisons and portfolio targeting to modelling the impact of early bond repayments, changes in equity yields, currency fluctuations and interest-rate shocks

  • Trading

    a transparent real-time workflow between traders and fund managers with an open, vendor-neutral approach and broad connectivity to EMS systems, trading networks and venues

  • Cash and FX management

    a sophisticated cash ladder covering multiple asset classes and currencies, enabling fund managers to view future cash amounts across accounts, including redemptions, unsettled trades and other cash flows

  • Compliance

    an integrated compliance engine that enables firms to perform both pre-trade checks and post-trade analysis to ensure adherence to client guidelines, regulatory requirements and inhouse mandates

Key Benefits

  • Detailed investment analysis

    thinkFolio enables portfolio managers and analysts to monitor all factors that influence investment returns by focusing on individual cash flows and modelling the impact of different scenarios.

  • Streamlined workflows

    thinkFolio streamlines investment workflows and allows portfolio managers, traders and compliance teams to work together, ensuring key decision-makers are aligned.

  • Ease of integration

    With its flexible and extensible architecture, thinkFolio is easy to integrate into existing environments. It can be deployed as a comprehensive cross-asset-class portfolio modelling and order management system or used to address specific capability gaps in incumbent systems.

  • Reduced operational risk

    Through its detailed and flexible approach to modelling, thinkFolio offers many of the benefits of spreadsheets on an enterprise-grade software platform, which eliminates the operational risk associated with manual processes.

Case Studies

    • BMO Global Asset Management - System Rationalisation

      Organic growth and a series of mergers and acquisitions had resulted in the use of multiple, duplicative systems at BMO Global Asset Management. The cost and complexity of the resulting operating model were substantial and needed to be reduced.


      BMO wanted to provide updated front-office capabilities to its investment desk, dealers and mandate compliance team. There was also a desire to create a top-down view of the business.


      thinkFolio was implemented as a single, cross-asset-class system to support modelling, order generation, order management, trade execution and compliance. thinkFolio was chosen because of its flexibility and scalability, which allow firms to deploy the platform in multiple locations and build upon it in the future.