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Outsourced Trading, Liquidity & Finance (OTLF)
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Offer your clients a comprehensive investment management solution
FINBOURNE’s OTLF solution allows you to offer your clients comprehensive investment management by executing trades on their behalf, allowing them to focus on making investment decisions.
Our innovative, flexible and scalable solutions will simplify their operating models while lowering your technology TCO.
FINBOURNE’s OTLF solution allows you to offer your clients comprehensive investment management by executing trades on their behalf, allowing them to focus on making investment decisions.
Our innovative, flexible and scalable solutions will simplify their operating models while lowering your technology TCO.
Benefits
Enable clients
Help clients achieve their investment goals with expert trading execution and comprehensive asset coverage.
Automate for efficiency
Automate portfolio rebalances and liquidity management, reducing operational overheads.
Future-proof
Seamlessly integrate with existing technology and client-facing portals, providing up-to-date, accurate data and customisable reporting.
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Features
Speak to an expertLiquidity management
Forecast cash accurately to optimise liquidity positions and ensure adequate cash reserves with predictive cash stock and cash laddering tools.
Order generation
Automate portfolio rebalances to maintain desired asset allocations and achieve optimal investment outcomes with our highly customisable weight setting and full asset coverage.
Compliance
Implement configurable controls to ensure regulatory compliance and mitigate risk using FINBOURNE compliance tools, third party datasets and limit monitoring.
Reporting
Generate customisable reporting on demand including P&L, holdings, investment accounting and periodical status reports e.g. EOD / SOD.
Portal integration
Seamlessly integrate FINBOURNE UI elements into client portals for a cohesive user experience.
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