Broker Dealers

Broker Dealers

Offering investors stale information is a losing strategy. Broker-dealers need dependable, robust solutions for tracking market trends, measuring performance and providing key metrics in an easy-to-use format.

Building on our expertise in both technology and the capital markets, SWI offers a suite of reporting solutions for trade analytics. Our solutions range from tactical-level solutions to enterprise-wide systems.

These trade reporting solutions provide an aggregated view of your firm’s trading activity to simplify compliance inquiries, mitigate risks and research trading patterns for potential sales opportunities.

Contact us to learn how SWI can help your firm meet its financial objectives.

Case Studies

Pension Plans

Pension Plans

With large holdings on the line, pension plan managers need immediate access to market and portfolio data to inform their decisions.

SWI is a strategic and technical partner to pensions plans, providing analytic solutions to address tactical and enterprise reporting needs. We offer solutions for portfolio performance and fund management that allows:

  • Plan executives to quickly access summarized data
  • Portfolio managers to immediately access their detailed holdings
  • Users to perform ad-hoc analysis using over 100 data attributes

Contact us to learn how SWI can help your Pension Plan meet its financial objectives.

Asset Management

Asset Management

Asset managers work diligently to keep up with the challenges of a rapidly-changing global marketplace.

SWI has been a trusted technical partner to the buy-side community, helping them address some of their most challenging business problems. Recently, SWI began offering tactical reporting solutions for investment analytics. Our solution gives firms an aggregated view of their investment activity to understand and monitor the quality of:

  • Broker executions
  • Manage fund expenses
  • Measure portfolio performance

Contact us to learn how SWI can help you meet your financial objectives.

Case Study

Treasury

Treasury

Treasury groups within large financial institutions have complex data management needs for customer transactions, institutional activities and compliance reporting.

SWI provides automated reporting solutions for:

  • Liquidity Reporting
  • Stress Testing
  • Regulatory Reporting such as BASEL III standards

SWI’s solutions significantly reduce the time and effort required to generate reports. They also provide more opportunity to consider alternative stress scenarios.

Contact us to learn how SWI can help your financial institution.

Case Study