We work with the partnersleading Korean finance

Beyond transforming our PMS with the AlphaLenz data layer, we were given an OMS as well — so we can now run portfolio management and marketing through simulated trading in one place.

The PMS Treasurer built lets us manage, in detail and with structure, areas we previously could not track at all. It has also cut the time we spend on audit responses and reporting.

I was impressed by how precisely the system manages hedge fund strategies, positions, and portfolio data. Its structured, data-driven approach makes complex portfolio management significantly more efficient.

We compared five vendors in detail, and Treasurer delivers the most accurate numbers and analysis. For a financial media company like thebell, that was essential.

We not only automated corporate insurance work that had stayed manual for 20 years — we connected every department so it drives sales synergy too. We captured cost savings and revenue at the same time.