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Case Studies

Chandler Asset Management 

Scales Client Fee Billing to Exponential Asset Growth with Electra

 

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WCM Investment Management 

Gains Operational and Cost Efficiencies with Electra Managed Services

 

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Global U.S. Alternative Asset Manager

Simplifies Processes and Increases Efficiencies with Electra Managed Services

 

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Global Equity Boutique Investment Manager

Streamlines Client Fee Billing and Invoicing Workflows with Electra Billing

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Investment Manager

Gains from Deploying
Electra Reconciliation and Electra Data

 

 

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Institutional Asset Manager

Leverages Electra to Enhance Operational Efficiency and Risk Mitigation

 

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Global Investment Manager

Grows with Electra's Reconciliation and Data Aggregation Solutions

 

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Through their collective knowledge of post-trade processing and working with so many custodians and other data suppliers in the industry, Electra is clearly the expert when it comes to data and reconciliation workflows. Electra’s understanding of our process and all the custodians we work with and the data each provides is a key advantage for us. View the Case Study

Andrew Wiechert, Operations Manager - WCM Investment Management

Electra Billing 6.0 provides exactly what we were seeking in terms of workflow checkpoints for client fee billing. Using market values from our portfolio accounting system, Electra Billing provides checks, audits and alerts throughout the billing workflow, which significantly improves efficiencies while reducing risk.

Craig Rosenblum, Director, Finance - Hardman Johnston Global Advisors LLC

We were able to leverage the Electra solutions to create an efficient account reconciliation method which produces timely reporting throughout the cycle. Additionally, the digitization of the reconciliation process has significantly shortened the reconciliation timeline, tightened controls and increased the productivity of reconcilers by allowing more time for exception resolution.

Tammy L. Johnson, Head of Investment Operations/Partner - Globeflex Capital L.P.

Electra Managed Services positions us well for our future growth by providing the flexibility to handle only the part of the process we want outsourced and on a gradual basis, rather than take a bigger leap to full outsourcing through a big-bang approach which could potentially increase our operational risk.

Andrew Wiechert, Operations Manager - WCM Investment Management

The automation has allowed the analysts to do more value-added types of work. As important for us is the really great support we get from Electra. The Electra team responds immediately to inquiries and is especially helpful in troubleshooting. From a people perspective, Electra is an outstanding and dedicated supplier.

David Grzesiak, Vice President, Securities Operations -PPM America

I would like to take a moment and express my delight in how the Electra Data team has handled our data conversion project. All of the project deliverables have been completed on time (sometimes even ahead of schedule), project updates have been provided in a timely manner and the turnaround for ad-hoc requests has been extremely speedy. The positive progress has been noticed by the management team as well. Thank you!

Gabriel D. Khanan - OnAir Advisors

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