Case Studies
A technology partnership to safeguard wealth
Client snapshot
- CGAM safeguards people’s wealth
- Focuses exclusively on the performance of a small range of differentiated funds
- Started in 2000
Background
CGAM had been sharing the IT platform of the firm that provided CGAM its office space and was relying on them for support. But with a growing business, additional assets under management as well as a potential office move on the horizon, CGAM needed an independent IT service that was better tailored to its needs.
What we did
CGAM chose InData’s OMS software and its preferred technology partner in the UK, Lanware, to deploy a cloud service that would cover CGAM’s total technology needs.
Lanware delivered a cloud-based Citrix Virtual Desktop solution that was fully flexible to allow staff to work from anywhere. The cloud desktop environment hosted by Lanware includes a suite of software – MS Office, an email platform, as well as access to Bloomberg for CGAM’s dealing processes. The InData OMS is used for trade order management and portfolio information.
CGAM now has a truly mobile office environment that has provided the firm with scalability and the ability to expand its operations without increasing manpower.
- Confidence in IT for compliance obligations
- A robust technology platform that is aligned to business processes
- Stands up to due diligence from investors
- Truly mobile office environment
- Protected by disaster recovery contingency
CG Asset Management
