Hedge funds, banks, fund administrators, researchers, agencies...
Fund Administrators & Custodians
Streamline the efficiency of your OTC valuations process, while enhancing procedural integrity
Fund administrators face a variety of challenges in attempting to service the valuation needs of their diverse and demanding client bases efficiently. Notably, achieving price consensus can be time-consuming and is often an iterative process involving numerous emails and phone calls.
CMA'a unique valuation workflow platform provides fund administrators and custodians with an independent valuations for OTC financial instruments. It is based around an accesible, web-based environment that empowers valuation teams to manage client portfolios more efficiently and centralise client interaction.
Empower valuation teams with a platform for efficiently managing client valuations for OTC financial instruments. The platform's accessible, interactive environment will enable valuation teams to efficiently manage client portfolios, assess pricing inputs, manage client challenges, and report out to clients.
CMA's independent valuation platform enables efficient internal interaction between fund accounting and valuation groups, helping to service client accounts more seamlessly. It also better positions your clients to demonstrate the formalisation and independence of their valuation process.
Help clients demonstrate regulatory and accounting compliance using CMA NAVigate™'s collaborative environment for formalising, automating the valuation process for OTC financial instruments.
