Our solutions are all born from real world needs, and evolved over time through continuous collaboration with our clients and partners. We realize that all firms do things a little bit differently, and that it is impossible to fit these differences into a one size fits all solution. This is why we tend to develop our applications as a framework; allowing us to customize the details according to your requirements.

Regardless of the details, there are several underlying themes that affect everyone in our industry, and these themes are prevalent in the solutions that Cainsoft provide.

Cost Control and Employee Productivity

Ask any business owner what their number one expense is, and the unanimous reply will be employee wages and benefits. So why is it that we repeatedly see highly compensated staff engaged in outdated manual business processes such as statement reconciliation or manual portfolio reviews? Even modest productivity gains can translate into real bottom line cost savings if that employee's time is redirected into higher level activities. As the saying goes, you don't want a $100 per hour person doing a $10 per hour job.

Competing for Institutional Assets

So, you have a great 5 year track record and you've significantly outperformed your benchmark; institutions should be lining up to solicit your services, right? Unfortunately, it involves more than just good performance. Gathering institutional assets requires the help of the consultant community, and there are barriers to entry. Is your firm profile properly marketed in consultant databases? Have your performance numbers been GIPS verified? Are you able to produce a long-term performance analysis, risk analysis, or performance attribution? Can you explain your investment decisions on a granular level? How prepared are you to respond to lengthy RFP's, is the data at your fingertips or is it a time consuming team effort?

Maintaining Client Relationships

Attracting new clients is only half the battle, maintaining and servicing these relationships is the difficult part. Institutions and savvy high net worth investors are demanding more from their investment advisors, both in timeliness and in quality of information. Do you have the ability to "mass customize" portfolio reviews, or does an increase in clients result in increased headcount? Is quarter end reporting a particularly stressful time at your firm?

Leveraging Your Existing IT Investment

Every firm that we work with has some type of IT investment already in place: networking, portfolio accounting system, market data, analytic software, research systems, CRM ... How well do these pieces talk to each other? Do you have a unified strategy in place, or simply a collection of tools? Cainsoft can help make these systems talk to each other.

Employee Loss and Information Hoarding

We were working on an onsite project a few years ago and a senior analyst was away on vacation. This person was responsible for a key piece of portfolio analysis that only he knew how to run, and to complicate matters his computer was protected by fingerprint access control. A panic ensued shortly after the firms' largest client called in requesting yesterday's analysis ... What happens if such an individual leaves your firm? Does this knowledge simply walk out the door, or have other employees been cross trained and have access to the information? Additionally, why is this type of analysis even being performed by hand?

These are only a few of the issues facing our clients, and is our reason for being in business ... please take a few minutes to evaluate our various solutions, and feel free to contact us if you have any further questions.