Summary:
A French company has developed advanced asset management software for financial institutions that almost entirely covers their needs in the asset management business. The company is looking for a partner who will be in charge of distributing its software to banks, asset management companies and international funds. The cooperation will take place under a commercial agency agreement.
Description:
A French enterprise software developer created twenty years ago has developed a complete front-to-back, flexible, modular and cost-effective asset management solution.
Among the main areas covered by the solution are:
- Portfolio Management
- Order management
- Risk and compliance
- Performances and simulations
- Back office and custody
- Cash and guarantees
- Reports
- Connectivity
The software is both in French and in English.
The company has clients in France and the Middle East, including some large accounts.
The company is looking for software resellers and value-added distributors to distribute its asset management software to financial institutions (banks, asset management companies, funds).
The partners will offer their customers the software of the French company within the framework of commercial agency agreement. Software resellers will focus on reselling software. While value-added distributors will sell it and provide services (installation, configuration, migration, etc.). They will also offer front-line pre-sales and technical support functions.
Type (e.g. company, R&D institution…), field of industry and Role of Partner Sought:
The company seeks partners such as:
- Software resellers;
- Value-added distributors.
The partner should have strong knowledge of and connection with asset management firms and the financial system in its location.
Tasks to be performed by the partner sought:
1. Commercialize all or part of the French company's solution;
2. Provide professional services to support the deployment of the technology;
3. Offer services including consulting, implementation, and integration.
Technical Specification or Expertise Sought:
Stage of Development:
Already on the market
Comments Regarding Stage of Development:
The company has major clients in France and in the Middle-East.
The solution has built-in interfaces with major data feeders such as Bloomberg, Reuters, Six Telekurs.
IPR Status:
Other
External code:
BOFR20210114001
