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A leading financial technology provider offering various distinct software products for banks, pension funds, and investment firms.
The client was experiencing increased demand from current and prospective bank loan focused clients to provide an enhanced CLO (collateralized loan obligation) analytics and trade compliance engine with self-service options, configurability, and intuitive analytics capabilities.
With the goal of building a scalable solution, the CLO analytics engine required development of new functionality within an existing portfolio management system including integration with other live streaming data sources and systems. The client was seeking to create a competitive, go-to-market CLO capability and present a viable competitive alternative.
Grandview collaborated with the client’s product team to identify gaps and write business requirements for CLO analytics and compliance for their multi-asset class investment management clients. The product required high volume scalability and enhanced support for loans, loan contracts, capitalized interest, and the new secured overnight financing rate (SOFR).
Grandview developed a CLO specific relational data model to support existing and new analytics functionality. The model helped guide the development of formulaic analytics that the client can now provide as an out-of-the-box feature. Grandview then collaborated with the client’s development team to both enhance and create new CLO compliance tools and capabilities.
Grandview Analytics is a technology consulting and data management software company serving financial institutions nationwide. We offer strategic advisory, technology implementation, systems integration, and data and analytics consulting services as well as managed data services powered by our Rivvit data management and reporting platform.