Athens, 11524,
Greece
Finvent
Finvent, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Finvent collaboration with software players such as SS&C Technologies, KlarityRisk and Amazon Web Services (AWS) empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Banking and Financial Services | 35 | $5M | Greece | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2015 |
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Banking and Financial Services | 35 | $5M | Greece | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2015 |
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Banking and Financial Services | 35 | $5M | Greece | KlarityRisk | KlarityRisk Paragon | Portfolio and Investment Risk Management | 2015 |
In 2015, European Reliance Asset Management deployed KlarityRisk Paragon as its Portfolio and Investment Risk Management solution to centralize risk analytics, scheduling and regulatory reporting. The Athens based asset manager implemented Paragon alongside Advent Portfolio Exchange APX, Moxy order management and GLX general ledger interface to create a single integrated front to back operating platform that supports funds, private portfolios and mutual funds.
KlarityRisk Paragon was configured to provide advanced Value at Risk calculation algorithms, a simulation methodology engine, automated scheduling of executions, and a report generation interface used for stress and back testing, parametric and simulated VaR, what if scenarios and pre and posttrade risk analysis. The deployment emphasized standard technologies and transparent methodologies, enabling quality assurance and compliance workflows to be instrumented directly inside the Paragon environment.
Architecturally Paragon was integrated with the APX back office so that Paragon automatically retrieves position and trade data from APX, writes calculated risk metrics back into APX, and produces combined reports and dashboards to safeguard daily flows and remove manual spreadsheet processing. The implementation was delivered with support from systems integrator Finvent, and operational coverage included fund and client portfolio risk operations in Athens and the firm’s servicing teams.
Governance and process changes included scheduled execution of risk runs, transparent regulatory reporting pipelines and the embedding of compliance checks into daily operational workflows. According to the firm’s management the combined Advent and KlarityRisk setup automated previously manual procedures, freed staff to focus on client servicing, improved operational efficiency and provided scalability to add assets and new clients with minimal workflow impact.
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Banking and Financial Services | 35 | $5M | Greece | SS&C Technologies | SS&C Advent General Ledger Exchange | Portfolio and Investment Management | 2015 |
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Construction and Real Estate | 60 | $6M | United States | Amazon Web Services (AWS) | Amazon EC2 | Application Hosting and Computing Services | 2020 |
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Banking and Financial Services | 400 | $50M | Norway | SS&C Technologies | SS&C Advent Moxy | Trade Order Management System (TOMS) | 2009 |
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Banking and Financial Services | 400 | $50M | Norway | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | 2009 |
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Banking and Financial Services | 400 | $50M | Norway | KlarityRisk | KlarityRisk Paragon | Portfolio and Investment Risk Management | 2009 |
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Buyer Intent: Companies Evaluating Finvent Services
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