Customers
Not increased efficiency. The specific operational moment. What was done about it. The number that followed.
Illustrative scenarios based on common operational patterns in the category. Not verified results from a named customer.
Hedge fund · 3 prime brokers
Four strategies. Three prime brokers. Every morning started with matching PB statements against internal books by hand, before anything else could move. Automated matching against the same ledger gets a first pass done before market open.
Meaningfully fewer breaks
a typical result in the first quarter live
AMC · 6 currencies
A late FX rate or corporate action would sometimes land after NAV had already gone out. That forced a restatement, and a distributor notification. Striking NAV only once every input agrees on the ledger removes the risk.
Zero restatements
the target outcome once NAV strikes on agreed inputs
Brokerage · multi-currency expansion
Expanding into two new markets meant four additional currencies and two asset classes. Both go live as configuration on the existing account. No modules to license.
Zero new vendors
for 4 currencies and 2 asset classes