Decision Infrastructure

Master complexity.
Build advantage.

Front office solution for order management, portfolio management and compliance. 



Core Capabilities

Built for full lifecycle visibility

A single platform delivering PMS, OMS and compliance oversight

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Multi-Asset

Supporting equities, fixed income, derivatives and FX in one platform. Providing a unified framework for decision making, execution and oversight for asset classes. 

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Real-time Analytics

Stream-level position tracking with sub-second latency. Monitor exposures, P&L, and risk metrics across all portfolios simultaneously.

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Smart Modelling Calculators

Asset Class and workflow-driven calculators to model target attributes. Intuitive hedging tools streamline exposure management and position rolls. 

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Compliance Automation

Pre-trade and post-trade compliance checks with configurable rule sets. Automated breach detection and remediation workflows.

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Look Through Capabilities

Multi-level look-through lets you review direct and indirect holdings for a consolidated, more complete view of portfolio exposure. 

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Advanced Search

Semantic search across positions, trades, and documents. Natural language queries with instant results and drill-down capabilities.


$

6

.7trn

Assets Under Management

2500

+

Global Users

10

m+

Annual FIX transactions

70

Asset Types


Solutions

A comprehensive suite of tools

Enabling institutional investors to master complexity, simplify workflows, and translate insight.

Portfolio Construction

A unified environment for designing and managing portfolios.

Portfolio Monitoring & Analysis

Flexible segmentation tools enable users to view positions through multiple lenses.

Trading and Order Management

Highly configurable trade blotters and workflow automations to improve trading efficiencies.

Investment Compliance

Full coverage of all investment rule requirements.

Cash Management and FX

Support for multi-currency cash and foreign exchange (FX) management as a core strength.


Ready to transform your investment management?

Speak to our team about how Thinkfolio can power your portfolio construction, modeling, and execution.