Solutions Overview

Empowering Investment Professionals To Deliver Performance

Driving greater efficiency, capacity & capability with lower TCO (“Total Cost of Ownership”)

The Ironfly investment management platform is composed of a series of interoperable modules.

A comprehensive, off-the-shelf solution that is highly customisable and can be tailored to your firm’s specific requirements and existing capabilities.

A Complete Solution Built From Powerful Components

Prime OEMS

Ironfly’s Prime OEMS provides a comprehensive, end-to-end OMS/EMS workflow solution for institutional fund managers.

The Ironfly Prime solution supports your end-to-end workflow, from start-of-day position load and data integration for portfolio analytics, order management, and trade execution, to allocation, reconciliation and post-trade support.

With global market coverage and access to hundreds of brokers, Prime powers your investing performance.

Wealth Trade Manager

Private banks and wealth managers offer clients a broad range of investment products, ideas, and options. Advisors therefore need the trade entry and management tools required to execute for those clients.

Ironfly provides an account and position management, and trade execution solution that seamlessly integrates with your existing workflow and systems. We make it easy for advisors to execute on investment ideas and manage client orders, positions and accounts.

Core Modules

Core Modules include some of the key components that make up the Ironfly platform. The Core offering makes these institutional grade tools available as stand-alone services or add-ons to extend your existing systems.

Locate Monitor

This stock loan borrow request and tracking tool provides an easy-to-use interface to all your equity finance desks. This module offers one-click bulk requests, easy rate comparison, and data retention for historical tracking.

Risk Manager

Ironfly offers a full-featured compliance and risk rules engine that allows for custom conditional rules and soft/hard limits. This module can be paired with Portal or Trade Ticket (see below) and even integrate with proprietary or 3rd party platforms.

Portal Analytics & Collaboration

Portal is an ultra-lite position management and sharing tool that makes it easy to load your multi-asset holdings, do basic portfolio analytics and rebalancing, and then share these updates with other team members and key stakeholders.

Your holdings data and strategy are confidential; email and shared spreadsheets are a serious information security risk. Portal enables secure access and collaboration.

Data Integration & Automation

The data integration offering delivers automated loading of positions and data into the Portal app, reducing the need for manual file loading.

Trade Ticket

Ironfly also offers a simple stand-alone trade routing solution, giving clients of any size the ability to import and manage positions and trade with our extended network of brokers.