Case Studies


Case Study | Global Fund Manager strengthens & automates NAV Oversight

16th October 2018

Company: Milestone Group
It was increasing fund complexity that our client noted as a key reason for choosing to outsource their fund accounting processing to a third-party service provider allowing them to focus on their in-house areas of expertise. However, despite our client no longer performing their own fund accounting function having outsourced it to a TPA, they must... read more

Case Study | How a Fund Manager Achieved Global Oversight of Service Providers

16th October 2018

Company: Milestone Group
Read how our client who is experiencing strong growth and opportunities following a merger overcame the challenges of managing their oversight processes. read more

FundCount: Providing Integrated Accounting Software to Fund Associates

3rd October 2018

Company: FundCount
Learn how FundCount provided Fund Associates with seamless integration of portfolio, partnership and general ledger accounting on one platform. FundCount's powerful software enables Fund Associates to structure new business investments and aid emerging manager clients launch their funds efficiently. Download the case study to learn more. read more

Case study: LeasePlan Bank

2nd October 2018

Company: Five Degrees
Learn how LeasePlan Bank increased its efficiency and substantially reduced operating costs with Matrix. read more

Case study: Knab

26th September 2018

Company: Five Degrees
Learn how Knab has made a significant impact on the Dutch banking scene by running a full-service digital banking platform powered by Matrix mid. read more

Case Study: Portfolio & Partnership Accounting Software for Fund Administration

25th September 2018

Company: FundCount
FundCount's integrated portfolio and partnership accounting software supports the different reporting requirements of Beacon Fund Services' onshore and offshore entities. The software handles the full range of security types and offers a fully integrated multicurrency general ledger that ensures accurate, consolidated information for analysis and... read more

NES Financial Solves Scalability Challenges With OutSystems and Low-Code Dev

20th September 2018

Company: OutSystems
Named one of the fastest growing companies in America by Inc. Magazine for 2011 and 2012, NES Financial set the standard for third-party administration of complex escrow and fund administration transactions. The development of the company’s initial eSTAC platform, which automated many labor-intensive spreadsheet tasks, allowed the company to... read more

Case Study: Improving Operations with FundCount's Integrated Accounting Software

18th September 2018

Company: FundCount
FundCount enables Benefit Trust, an institutional trustee and custodian, to perform all core portfolio accounting functions and run financial reporting in a single system. From automating the calculation of interest on Guaranteed Insurance Contracts in multiple portfolios to automating the dividend process, FundCount has provided across-the-board... read more

Farm Credit Bank of Texas Doubles Loan Portfolio with All-In-One Lending

28th August 2018

Company: Finastra
Discover how Farm Credit Bank of Texas is unifying its entire lending portfolio with an integrated approach that boosts operational insight and efficiency, and gives its business room to grow. read more