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Is your team spending more time compiling data than analyzing it?

Deploy Black Mountain’s best-in-class user experience against your hardest investment management challenges. It comes with low-risk and rapid deployment, all with the flexibility and configurability of custom-built software.

Portfolio Management
Portfolio Management

Portfolio Management

Challenge

Portfolio management becomes tedious and inefficient when you are managing all of your portfolios using Excel and various disconnected systems and data sources. The lack of real-time investment and trading insight, poor data quality and lack of controls, cause a material impact to your team’s performance.

Solution

Black Mountain integrates all of the information used by a portfolio manager into real-time dashboards and interactive reports allowing them to manage their portfolios in one place with comprehensive, accurate and up-to-date information.

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Trade Order Management
Trade Order Management

Trade Order Management

Challenge

When trading workflows are not integrated with holdings, security master data, and compliance and operation controls, interactions between the various teams becomes opaque and inefficient. To drive efficiency, transparency, and compliance in your trading operations, you need all of your data and processes integrated.

Solution

Black Mountain’s Trade Order Management solution offers trading efficiency and compliance by organizing and streamlining daily workflows associated with trading any asset class (e.g. Debt, Equities, ABS/MBS, FX, Swaps, other Derivatives, etc.).

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Compliance
Compliance

Compliance

Challenge

Compliance management requires a holistic view of portfolio, trading, and counterparty exposures, as well as real-time monitoring and alerts across all portfolios, which Excel and third party solutions cannot effectively deliver.

Solution

Black Mountain integrates current exposure and market data to deliver compliance at all stages of trade life cycle, including hypothetical testing, pre-trade, trade allocation, post-trade and ongoing portfolio monitoring across all portfolios in real-time.

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Research Management
Research Management

Research Management

Challenge

Relying on email and Excel to manage the compilation and distribution of internal research information and analyst recommendations is a cumbersome process.

Solution

Black Mountain provides an integrated solution that streamlines the collection and distribution of your firm’s research and integrates it with your investment and trading activities.

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Direct Lending
Direct Lending

Direct Lending

Challenge

Relying on email and Excel to manage a loan through its lifecycle of origination, underwriting, allocation, funding, monitoring, amendments, etc.

Solution

Black Mountain’s solution is designed around collecting, organizing, and reporting a high volume of disparate data, and governing complex business processes. Our solution has been specifically designed for direct lending challenges.

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Data Warehouse
Data Warehouse

Data Warehouse

Challenge

Historical data maintained in spreadsheets or legacy systems costs your team unnecessary time and effort to compile data for time series or point-in-time analysis.

Solution

Black Mountain gives you a robust data extraction, transformation and loading (ETL) tool, providing a powerful data warehouse for time-series and point-in-time reports  and data mart capabilities for golden-source data management.

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Performance Attribution
Performance Attribution

Performance Attribution

Challenge

For performance benchmarks and attribution analysis asset managers were required to develop performance attribution solutions in Excel, creating an inefficient and unwieldy process.

Solution

Black Mountain’s Performance Attribution solution allows managers to calculate performance and attribute that performance based on allocation and selection effects using GIPS compliant and industry standard methods. Analysis can be performed on any security attribute maintained in the system and results can be compared to any benchmark.

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Portfolio Accounting & Agent

Portfolio Accounting & Agent

Challenge

Many firms rely on portfolio accounting systems that are not comprehensive or flexible enough to model and account for today’s sophisticated investments. In addition, many are based on outdated technology that make interfaces and customizations inordinately difficult.

Solution

Black Mountain’s Portfolio Accounting & Agent solution is based on fundamental accounting principles of debits and credits which provide the foundation to easily model a wide-range of investment types and account for them in a consistent and accurate manner.Built using new technology, our solution is browser-based, allowing for easy deployment, scalability and maintenance, and offers seamless integration with our Front Office solution as well as any other system.

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SOLUTIONS TAILORED FOR YOUR ROLE

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EXPERT Q&A WITH CINDY LEE, DIRECTOR OF PRODUCT MANAGEMENT AT BLACK MOUNTAIN
Expert Q&A with Cindy Lee, Director of Product Management at Black Mountain

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