Client Profile: Okasan Asset Management
Implemented Solution: SmartBridge Advance
Okasan Asset Management (Okasan AM) has been using SmartBridge Advance (SBA) since March 16, 2013.
SBA is a comprehensive suite of front-offi ce solutions that help asset management companies’ fund managers and traders do their jobs. SBA comprises four main functions: (1) position management to assist fund managers, (2) an order management system (OMS) for trading operations, (3) automated transmission of trade data to back-offi ce systems for post-trade processing, and (4) compliance monitoring. Of these functions, the fi rst and third are considered particularly diffi cult to systemized. Many asset management companies handle these two tasks manually or with EUC (end-user computing) solutions. SBA not only computerizes these two functions, it performs all four of the above functions from a single platform, enabling fund managers, traders, and back-offi ce personnel to monitor the progress of each other’s work in real time.