ALPHA MORGAN GOES LIVE ON INFOWARE PFM
Alpha Morgan Capital, one of the fastest-growing investment banking institution that manages a large number of portfolio for its HNI, retail and institutional clients. Recently transitioned from what it referred to as a legacy solution to InfoWARE; a more robust solution capable of meeting its growth needs.
The investment institution currently uses InfoWARE for Wealth management, structured financing, Retail investment banking, and hopes to scale to trustee, and stock brokerage soon. “Because of the growth we have experienced in the past few years, we felt we needed a very robust solution to seamlessly interface with our retail investment customer and manage our operations.” – Mr. Ade Buraimo, Group Managing Director Alpha Morgan Capital.
With a focus to become the leading investment bank in Africa, the specialist dealing member of FMDQ OTC Securities Exchange, Alpha Morgan, after trying out a few legacy solutions found a partner in InfoWARE to maintain and manage different assets and asset classes to achieve structured financing, seamlessly carry out portfolio, funds, and loans management, fixed income trading, communicate statements and reports to clients, we had to partner with InfoWARE – a more robust solution capable of meeting its growth needs.
Mr. Ade Buraimo also mentioned that in a bid to be innovative with our product offerings, our goal is to equip our clients with various investment instruments and consistently maintain a high market share in the industry. However, getting a reliable software vendor, with capabilities to deliver and ensure post-deployment services excellence vis-a-vis turn around was a challenge, until InfoWARE successfully deployed its Portfolio and Funds Management solution in 2 months.
InfoWARE Portfolio and Fund Management solution would seamlessly support front, middle and back-office with Portfolio Modelling & Performance Analysis, Custom management fee rules, automate workflows. It also enables the investment firm manage financials, Assets, Mutual Funds, Risk, customers and generate various reports by leveraging its business Intelligence functionalities.
Kudos to the team at Alpha Morgan and InfoWARE team for a seamless implementation!