Applications for Every Financial Need
IMAGINE Apps Are In-Demand
Imagine has off-the-shelf apps, creates custom apps – and our clients use our technology to create their own – with or without Imagine. Following are some of our more popular apps:
Use this app on its own or within an order or portfolio management system to monitor the compliance of orders. Integrating Imagine pre-trade compliance app into your order workflow allows you to query before routing for the limit utilization of a single order or a basket.
Market participants can avoid untimely margin calls and better deploy capital with this Imagine app, which calculates the margin requirement of a portfolio utilizing various exchange rules, “Reg T,” or even a prime broker’s house rules. This app also allows for margin stress-testing of more than fifteen factors at a time.
Regulatory and Compliance Dashboards and Reports
Imagine’s suite of compliance apps address many of today’s inter- and intra-day limits monitoring and reporting requirements, such as OPERA, Form PF, 40 Act, UCITS, and AIFMD. Firms can also easily monitor their own custom limits as well.
With this app, clients rebalance a portfolio to any set of weightings on any set of attributes. The app calculates and produces a blotter of trade suggestions required to reach targeted weightings.
IMAGINE: A Client Perspecitive
Nine Masts Capital Limited
Nine Masts Capital Limited, a Hong Kong investment advisor, advises multiple investment vehicles whose strategies are focused across the capital structure in Pan-Asian markets. Nine Masts has utilized Imagine’s risk, regulatory, and portfolio management solutions for over six years.
Nine Masts utilizes Imagine’s financial applications for strategic business analyses and reporting including real-time risk limit monitoring, transaction costs analysis, and a variety of regulatory reporting requirements.
Nine Masts can tap directly into Imagine’s technology platform to develop proprietary APIs and interfaces and create custom reports and views utilizing Imagine’s support team or through internal development.
As the Nine Masts needs have expanded and developed so has Imagine’s capabilities to provide world-class service.
IMAGINE Our Story
Imagine Software is a leading provider of real-time portfolio, risk management, and regulatory solutions for financial firms worldwide.
Imagine helps financial firms of all sizes, strategies, and complexities successfully navigate market risk, improve performance, deliver operational efficiencies, and provide regulatory transparency — all from one integrated platform.
Real-Time Financial Risk Management
Whether your goal is to improve portfolio performance, monitor and report global limits, perform stress tests, aggregate firm-wide risk, or deliver enhanced transparency, Imagine creates the integrated solutions that fit your firm. Clients have access to live P&L and can manage risk from anywhere in the world — intra-day, all day.
World-Class Technology Platform
We support all proprietary needs. Imagine delivers our sophisticated and easy-to-use technology that drives entire front-to-back office operations across portfolio and risk management, operations, and compliance. Our clients use Imagine as a full-service, cloud-based ASP, or as an enterprise installation.
Global Custodian Interview: Scott Sherman, Global Head of Sales and Business Development, Imagine Software
In July, Rothschild and Larch Lane jointly launched a liquid alternative fund, and in doing so, the hedge fund rms selected a customized risk and compliance platform from Imagine. Scott Sherman, a founding partner of Imagine and global head of sales and business development, explains how the technology necessary for these vehicles differs from that needed for “traditional” hedge funds.
Anthony says that while new reporting guidelines and technologies will help firms to make the business case to move away from spreadsheets in favor of automated systems, investors will hold the most sway in making this a reality.