Core Competencies

  • Portfolio reporting, back-office automation, and efficiency consulting.
  • Performance measurement, risk measures, attribution, and portfolio analytics.
  • GIPS verification preparation and composite management.
  • Investment policy and compliance monitoring.
  • Integration and with major portfolio accounting systems such as Advent Axys® and APX® .
  • Integration with popular data services including Bloomberg Data License® and Bloomberg API® .
Download Cainsoft Project Worksheet Roadmap PDF

Custom Software Development


Whether you're looking to add functionality to one of our standard solutions, or want to develop a custom platform, please bear the following in mind:

Since we are dedicated to your industry many of the core building blocks of your project have already been developed, your project will get off to a huge head start. In addition to our expertise and wealth of code to work from, we will also minimize the time required by your resources. Often, we can build your custom module or report from a simple spreadsheet mockup or PDF example. Time is money, and that includes your time as well as ours.

We will also provide you with an upgrade path - since we are continually updating our applications, you can always download the latest and greatest from our FTP site. Acquaint yourself with our product roadmap, these are just a few of the functionalities available in our bag of tricks - there are many more in some of our "not for resale" applications.

Data Conversion and Integration


GIGO ... garbage in, garbage out.

Bad data will render otherwise good software useless. That being said, we spend a considerable amount of time making sure that our client's data is properly normalized, validated, and reconciled. Software runs so much better with clean data, and it even reduces support calls!

Fitting all of the pieces together ...

If you have existing databases and applications, we can help you integrate them into a cohesive application that allows you to leverage your existing technology investment.

All content ©2008 Cainsoft | Valid XHTML and CSS by South Creative