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Synetec Case Studies

Case Studies

We work together with our customers to enable business growth, create cost savings and produce a competitive edge for them.

Our case studies outline the tangible results our customers have achieved with us.

Portfolio Rebalancing

Due to price fluctuations and changes to assets under management, it was often necessary for our client to rebalance their funds’ portfolios and managed accounts. ...

Data Hub

As is the case with many investment companies, our client had subscribed to multiple data feeds and implemented various 3rd party systems that imported this data. Th...

Legacy System

This Investment Manager was frustrated with an old legacy system they had in place, it was not aligned with their business processes and making changes to it in its ...

NAV Repository

The marketing department for a hedge fund required a simple means for viewing current and historical Net Asset Values (NAV) of all funds, with the additional functio...

Accounts Repository

A hedge fund was spending lots of time an effort consolidating the data from several external administrators in order to keep track of individual investor’s accoun...

Portfolio Monitoring

Our client was having difficulty ensuring their funds were staying within the limits defined within their respective fund prospectus. The effort spent evaluating the...

Portfolio Management

The organisation wanted to maximise their return on investment from their CRM system and assist the sales team to develop new business by having the appropriate data...

Exchange Web Services

The organisation wanted to use the valuable information stored within Microsoft Exchange to help the sales team service their existing customers and develop new busi...

Legacy Systems Migration

FBD London had a client that was using a central Excel Spreadsheet to store contact information for their own clients. This could only be accessed from within the of...

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