Support for Private Equity investments

A client was struggling with its processes relating to private equity investments. Investments in private equity entails many transactions, in particular fees, which create challenges when calculating and reconciling the net amount. The client’s processes were manual and they had trouble with managing errors such as double transactions, incorrect transactions and suffering with a poor overview. This circumstance created operational risks and pressure on Operations.

TradeChannel have now extended the support in TradeseC Transaction Management Module with Private Equity investments. The new functionality can handle all types of daily transactions connected to Private Equity investment. An integration between TradeseC and Burgiss Private I was build. The integration creates an opportunity for the client to manage a complex flow in an automated way, decreasing the operational risk and amount of manual work.

“Our goal is to help our clients to improve their operational efficiency, and we know that Private Equity investments are in many aspects still is a very manual and a burdensome task to manage. That is why we are happy to provide this solution to help our client gain efficiency and control. This is a first step towards creating fully automated processes”

Ellen Lundmark, Business Analyst, TradeChannel

About TradeChannel

TradeChannel is a leading software company that assists the Nordic financial community with post-trade regulatory reporting, data and systems integration software solutions. Its client base includes major Nordic asset managers, pension funds, banks and insurance companies. TradeChannel is based in Stockholm, Sweden.

Contact

Andreas Bergh, VP Head of Sales
andreas.bergh@tradechannel.se
Tel. +46 8 1213 9519