Driving Business Innovation with Custom Software Development and Automation
With over 25 years of experience, Linedata empowers financial services firms to modernize technology, enhance operational efficiency, and strengthen security. Our strategic software development consulting services help firms navigate digital transformation, implement automation, and optimize IT strategies.
We specialize in delivering tailored solutions for hedge funds, private equity firms, and asset managers. From custom software development to automation-driven workflows, we ensure our clients remain competitive in a rapidly evolving digital landscape.
This collection of case studies showcases how Linedata Advisory Services has partnered with financial institutions to provide cutting-edge software development, automation, and digital transformation solutions that drive measurable results.
EXPLORE OUR IT ADVISORY AND CONSULTING SERVICES
Overview
Broker Portal for Hedge Fund
Broker Portal streamlines data management and reporting for Hedge Fund
Challenge
Our client, a $4B hedge fund, struggled with inefficient manual processes for managing broker commissions and fees, leading to compliance risks and data discrepancies.
Solution
Our custom software development consulting solution included a broker portal with mapping and override functionality, along with a structured database for commission and fee tracking. The portal’s audit trail captures user activity for accuracy and transparency.
Outcome
Our client strengthened its compliance and reporting capabilities, enhanced transparency, and eliminated manual inefficiencies. The portal streamlines operations with process automation and enables easy analysis of commission records with streamlined, auditable processes.
eFront Migration & IT Strategy Consulting
eFront Migration & IT Strategy Consulting for Private Equity Fund Administrator
Challenge
A leading PE fund administrator needed to upgrade its financial services IT infrastructure, including an outdated eFront Accounting system with minimal vendor support and heavy customizations.
Solution
Our technology consulting for financial services experts led the eFront upgradewith minimal vendor support, conducted integration tests with connected systems, and supported the business team with data validation. Our team tested key interfaces and queries post-upgrade to ensure smooth functionality.
Outcome
The successful eFront upgrade improved system reliability, reduced operational downtime, and enhanced reporting efficiency. Our custom software development has enabled our client to streamline its operations and maintain business continuity.
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Intraday Position Blotter and 'OMS Lite'
Intraday Position Blotter and ‘OMS Lite’ for Investment Manager
Challenge
Create an intraday Portfolio Management System (PMS) and Order Management System (OMS) ‘Lite’ to manage real-time trading, position tracking, compliance overrides, and workflow automation.
Solution
Our software development consulting services team delivered a solution that manages trade and position updates and allocation changes through a centralized Redis cache server with a WPF user interface. It supports pre-trade compliance rules setup, real-time blotter updates, basic inventory positions, intraday cash impacts, and custom reporting.
Outcome
Our client enjoys streamlined operations with rapid order screens, simple allocation rules (pro-rata, weighted, etc.), user-specific views, real-time data accuracy, and seamless integration of standard and OTC products.
Portfolio Rebalancing Automation Solution
Portfolio Rebalancing Automation Solution for Investor Services firm
Challenge
An investor services firm needed to streamline its rebalancing process. It took 1-2 days, relied heavily on Excel and extensive manual copy-paste operations, and was prone to human errors. The system lacked audit trails, operational checks, tax handling, and integration with live market data.
Solution
Our web-based digital transformation consulting solution imports positions from the accounting platform, identifies gaps versus target portfolios, enforces compliance and tax harvesting rules, and generates trades for approval. Key integrations included market data and OMS trade loading. A security setup module allows restrictions such as lock-in dates and restricted securities.
Outcome
Significantly reduced manual interventions and operational risk with approval workflows and audit trails. The outputs are generated within minutes, eliminating human errors and saving valuable time. The solution supports tax-efficient strategies (tax harvesting) and provides flexibility to manually or automatically select/exclude securities when rebalancing.
Custom Trading Platform
Custom Trading Platform for Global Futures Introducing Broker
Challenge
A global futures broker required an advanced trading and settlement platform with secure FIX connectivity and high-performance execution. The project required rapid development and deployment with limited resources.
Solution
Our offshore software development consulting services team built a secure, cloud-based trading platform using FIX message integration and automated data synchronization. The team worked closely with the client’s business analyst and CTO.
Outcome
The client successfully launched a scalable platform within 3 months with no in-house developer hires. A hosted cloud environment provides secure client access and robust performance. Knowledge is shared across the team, reducing key-person risk and ensuring 24x7 application support.
Advanced Trading System
Advanced Trading System with Process Automation for Asset Manager
Challenge
Our client needed a state-of-the-art trading system with user-friendly workflows and easy filtering on the trade blotter screen.
Solution
Our software development consulting services team built a custom solution with Process Street for configurable workflows and Wijmo as an interactive trade blotter. These tools enable real-time trade data filtering and management.
Outcome
Our client’s team can manage trades more efficiently, with streamlined workflows and customizable trade blotter filters. Trade details are easy find, filter, and sort, and users can personalize their views with Wijmo, increasing efficiency and providing a better user experience.