CYMBA Athena provides a complete solution for Multi-Manager portfolios incorporating pre-trade compliance, a real-time view of portfolio positions, value based order generation as well as providing full order and execution lifecycle management. CYMBA Athena enables the management and display of Unit Trust Manager contact details within the application and leverages this information to streamline the workflow specifically in relation to the manual execution of Unit Trust orders. Athenaâs custom reporting module was harnessed to quickly and accurately allow the dealers to generate fax and email orders in both generic and manager specific formats.
CYMBA Athena is fully integrated with Calastone, the Independent cross-border transaction network for the mutual fund industry, supporting electronic execution over FIX.
CYMBA Athenaâs tight integration with the Octopus Investments Operations platform enables straight through processing of all orders and ensures a fully compliant, audited, accurate and efficient workflow process.
Dan Sinclair of Octopus Investments commented: âOur Multi-Manager business is continually looking to reduce dealing and execution cycle times - without risking reliability. CYMBA Athena has helped save over an hour a day as well as provide significant functional improvements. The platform allows our Front Office team to spend more time on what they do best, portfolio analysis and management activities."
Oliver Hugh-Jones, Head of Sales at CYMBA commented: âExtending the use of the Cymba Athena IMS platform to the Multi-Manager team has given Octopus real operational and functional advantages. Cymba Athena gives Octopus immediate first move advantage and allows it to maintain its lead position in the highly competitive Multi-Manager space. We look forward to continuing our close working relationship with Octopus Investmentsâ.