Cainsoft provides custom software solutions to investment advisors, wealth managers and institutions. In fact, more than 100 firms rely on us daily for trade management, portfolio analysis, client reporting, compliance, and process automation. We are honest and transparent in our client relationships, and committed to providing world-class support. Entering our 16th year of business, we are proud of the fact that our clients have been with us year after year, and through the continuous evolution of our solutions.
Our goal is to help our clients run an efficient and compliant business by improving operational bottlenecks and increasing employee productivity. We enjoy working on intellectually challenging projects and delivering high quality results to our clients.
Since we are dedicated to your industry many of the core building blocks for your project may have already been developed. Your project is guaranteed to get off to a huge head start. In addition to our expertise and wealth of program code to work from, we will also minimize the time required by your staff. Often, we can build your custom module or report from a simple spreadsheet mockup or PDF example. Time is money, your time as well as ours.
Privately owned and managed since 2001.
Client-driven business model.
Enthusiastic problem solvers.
Passionate industry professionals.
Work exclusively with financial firms.
Most clients use Advent systems.
Specialize in Microsoft technologies.
Specialize in Amazon cloud platforms.
Fixed income trading and analytics.
Advent APX and Axys accounting.
Major market data platforms.
Pre-trade and post-trade data analysis.
Our solutions are born from real world needs, and evolved over time through continuous collaboration with our clients. 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.
Institutions and savvy high net worth investors are demanding more from their investment advisors. 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 stressful time at your firm? Leverage 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 ... 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 you make, and implement these decisions.
Model Driven Trading
Generate Pre-Allocations
Trade and Cash Management
Settlements and Reconciliation
Enforce Investmnent Policy
Automate Your Workflow
Advent APX and Axys Compatible
Analytic and Performance Reporting
Performance Attribution
Account Aggregation
Composite Management
Marketing Databases
Microsoft Office Compatible
Advent APX and Axys Compatible
Leverage Your Advent Data
Data Reformat and Transfer
Amazon Web Services / Azure
Fidessa / Bloomberg / Reuters
SQL / FTP / XML / TXT / EMAIL
Custom Procedures and Reporting
Automate Your Workflow
We design custom software applications that solve your toughest problems, fit seamlessly into your current processes and systems, and produce measurable results for your business. It’s important that your custom systems serve the needs of your business and your users. We’ll extend the life of the legacy systems you rely on every day by improving performance and stability, building out new features and fixing bugs. After we deliver, we’ll keep things running smoothly so you can focus on your business.
When you come to us to talk about your software project, the first thing we do is listen. We learn about your business and your project in order to understand your development needs and to determine whether Cainsoft is a good fit. If we think we can help you, we’ll work with you to develop a proposal. We use your early project requirements, historical data from previous projects, and our expertise to initially estimate cost and timeline.
All of our design and development practices are aimed at producing maintainable, extensible, and highly usable software. We begin with the most essential features, so we deliver the most value early-on in the process. We then build your custom software incrementally, one fully-tested feature at a time. We add new value to the project at each iteration. Our test-driven development ensures that your software is always well-designed and fully tested.
Software projects are rarely “done.” Most of the lifelong cost of a custom application is in the ongoing enhancements/maintenance and associated infrastructure costs. Luckily, we’re with you for the long-term. We’ll maintain and manage your application to keep it operating efficiently, and further protect your investment through business continuity planning. We are committed to being the easiest, most flexible and most convenient team you’ve ever worked with.