thinkFolio
thinkFolio is an enterprise-class order management (OMS) and portfolio modeling system (PMS) with solution implementation either as a single, integrated investment management platform to support the front office, or deployed for cash management and FX, fixed income modeling or loans.
Pentagon has worked on a number of implementations, providing implementation support and development consultants.
CASE STUDY
Pentagon supported the implementation of Markit thinkFolio for a US-based mutual insurance company for portfolio management, trade generation and compliance support across all asset classes.
Delivery of the solution implementation was over a number of phases to ensure that all key components were established from the outset of the project and adoption of the solution into the client’s business minimised the need for using multiple platforms in parallel.
- Project update and Stakeholder management
- Tracking of key issues and change requests
- Configuration of thinkFolio including initial user workspaces, administrative functions, workflows, analytics and categories.
- Guidance on categorisation and coding of compliance rules
- Interface mapping/coding to Markit thinkFolio
- Guidance and support during data migration onto Markit thinkFolio for parallel testing and go-live.