Primonial

"Primonial as part of its successful track-record went through expansion via integration of three different asset-management companies. We thank a unique IT platform could be a good way to unitize best practices while keeping specificities of each asset management business. So, we started to seek for a single solution able to perform and to fit our various expertises : Roche-Brune Asset Management, which specializes in European and international equity management; AltaRocca Asset Management, which focuses on convertible bonds and return strategies; and Stamina Asset Management, which specializes in flexible fund management". NeoXam Density allows us to optimize our management processes and facilitate middle office operations, such as user control, compliance, risk and reporting.

Thomas Rachlin, Operations Director of Primonial

Primonial selected NeoXam Density, after a competitive bidding process, as its new portfolio management solution for its multi-boutique Primonial Investment Managers. 

This multi-boutique currently houses three investment companies: AltaRocca Asset Management; Roche-Brune Asset Management; and Stamina Asset Management (formerly Primonial Asset Management).

A Front to Middle Office solution

Primonial selected NeoXam Density as its new portfolio management solution in order to support its growth and development. Primonial sought a Front to Middle Office solution that would cover all of its requirements.

NeoXam Density is scalable and easy to use, while at the same time boasting a wide range of powerful functionalities. The solution will therefore enable Primonial to cover its Front Office, Middle Office, Compliance and Control functions throughout its multi-boutique Primonial Investment Managers.

That is agile, scalable and specifically catered to middle-sized portfolio management companies

Portfolio managers today face key challenges such as outsourcing their operations, consolidation of players, industrialization of processes fund management diversification or a change of focus to their core business. All these challenges need to be achieved while sustaining or increasing growth and mitigating risk.

NeoXam Density has been specifically created to cater to middle-sized portfolio management companies i.e. fund and wealth managers or insurance companies with up to dozens of billion of assets under management. The solution is agile, scalable and open, thus enabling Primonial to seamlessly respond to organizational and functional changes in a versatile and cost-effective manner in a single software product.   

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