thinkFolio

Markit provides an integrated front office portfolio modelling and order management system with coverage across all asset classes, including loans, bonds, equities, money market instruments and their derivatives.

Customers

  • Hedge funds
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  • Investment banks
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  • Asset managers
  • |
  • Fund administrators

Statistics

  • 400+users supported on a single server

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Product Summary

Markit thinkFolio offers extensive features in our platform to enable portfolio review, reporting composition, as well as realtime cash management and compliance support. Our flexible modelling tool allows for portfolio targeting, what-if scenarios and portfolio shocking.

Through our configurable platform, end-users have flexibility in the analysis of portfolio information, whether displayed within the platform or in a report, without the need for programming knowledge. We also enable customers to seamlessly incorporate compliance checks into the trade entry process.

    Key Benefits

    • Ease of use

      Simple user interface, enabling building and management of portfolio displays without the need for programming knowledge

    • Flexibility

      Customisable portfolio views within the platform or in reports, multiple deal calculators and ability to create new trade compliance rules in the system

    • Connectivity

      Supports connectivity to extensive range of execution management systems, trading networks and venues as well as data vendors and back and middle office systems

    • Compliance support

      Built and automated pre and post trade compliance checks, with workflow tools for breach management

    • Efficiency

      Delivers a single platform for portfolio management, trade generation, cash management and compliance monitoring across asset classes, and connectivity with our WSO loan portfolio software for integrating securities and holding information to support portfolio analysis and sending trades to WSO

    • Integration

      Increases transparency and improves integration across front, middle and back office