Liquid Holdings' SaaS-based Investment Management Tools Go Mobile
Liquid Holdings has launched a mobile version of its suite of investment management tools and services that is touch-optimized for use from any mobile device. As a purpose-built cloud-only offering, Liquid's tools come without hardware and have always been accessible by logging in from any device.
With LiquidMobile however, the company is introducing an interface designed to be more intuitive from smart phones and tablets, including touch-based technology. The new app gives fund managers the ability to interact with historical, real-time and forward looking P&L, performance, market and liquidity risk and NAV-light calculations from their mobile devices.
Liquid Holdings Software-as-a-Service, or Saas,-based offerings include a suite of front-office tools for the investment management community, including order management, execution, risk, compliance and decision support, as well as managed services such as reconciliation, corporate actions and investor reporting.
Where previously users may have viewed a PDF of an investor report that updated in real time, the new LiquidMobile environment offers visual interfaces that are easier to navigate.
"We are a multi-tenant SaaS solution using cloud, so applications have always been available through the Web, but you were still using it through a more traditional access point," said Robert O'Boyle, executive vice president of sales and marketing. "This new environment is easy-to-consume so it gives you all the power of the underlying data."
With its SaaS model eliminating much of the need for an IT footprint, Liquid Holdings has targeted a client base of hedge funds, family offices and some long-only registered investment advisors, or RIAs, with assets in the $30 million to $2.5 billion range. Its client engagements have come from newer firms ramping up and established firms that are looking to displace existing technology.
"We see a lot of traction with organizations that are launching or spinning off from larger shops that understand the importance of data integrity but don't want to invest in building that back office," O'Boyle said.
The new offering is expected to further appeal to young-minded companies interested in a more flexible, mobile structure.
"You take a young fund manager who lives on his phone around the clock, and he can translate his business to this," said Brian Storms, CEO of Liquid Holdings. "When you introduce this concept of getting away from your office and you combine it with real-time information, you can literally run your business from anywhere. Most importantly, you can interface with your client in the two most important things that you do--reporting performance and raising capital. You can do that that in real-time, anywhere, anytime in a mobile environment."
Demo LiquidMobile today!
With LiquidMobile however, the company is introducing an interface designed to be more intuitive from smart phones and tablets, including touch-based technology. The new app gives fund managers the ability to interact with historical, real-time and forward looking P&L, performance, market and liquidity risk and NAV-light calculations from their mobile devices.
Liquid Holdings Software-as-a-Service, or Saas,-based offerings include a suite of front-office tools for the investment management community, including order management, execution, risk, compliance and decision support, as well as managed services such as reconciliation, corporate actions and investor reporting.
Where previously users may have viewed a PDF of an investor report that updated in real time, the new LiquidMobile environment offers visual interfaces that are easier to navigate.
"We are a multi-tenant SaaS solution using cloud, so applications have always been available through the Web, but you were still using it through a more traditional access point," said Robert O'Boyle, executive vice president of sales and marketing. "This new environment is easy-to-consume so it gives you all the power of the underlying data."
With its SaaS model eliminating much of the need for an IT footprint, Liquid Holdings has targeted a client base of hedge funds, family offices and some long-only registered investment advisors, or RIAs, with assets in the $30 million to $2.5 billion range. Its client engagements have come from newer firms ramping up and established firms that are looking to displace existing technology.
"We see a lot of traction with organizations that are launching or spinning off from larger shops that understand the importance of data integrity but don't want to invest in building that back office," O'Boyle said.
The new offering is expected to further appeal to young-minded companies interested in a more flexible, mobile structure.
"You take a young fund manager who lives on his phone around the clock, and he can translate his business to this," said Brian Storms, CEO of Liquid Holdings. "When you introduce this concept of getting away from your office and you combine it with real-time information, you can literally run your business from anywhere. Most importantly, you can interface with your client in the two most important things that you do--reporting performance and raising capital. You can do that that in real-time, anywhere, anytime in a mobile environment."
Demo LiquidMobile today!
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