Broker Voting Software

Investment management group requires a voting platform to evaluate brokers

One of Asia’s largest independent alternative investment management groups that focus on private equity, real estate, and absolute returns.

    Hedge Fund Manager Broker Voting Software

Broker Voting Software

CHALLENGE

Portfolio managers conduct a quantitative and a qualitative scoring of brokers. Off the shelve software are not adapted to their needs, and conducting this activity on Excel is time consuming, prone to error and lacks of confidentiality

SOLUTION

iExcel designed and developed an online application with a centralised database to creates voting sessions and collects all portfolio manager's votes according to preset rules.

IMPACT

The new software has enabled the company to conduct more votes per year, quicker and more accurately.