Accelerated Investment Management

Inphinity Forms In Financial Services

By Sean Price | | 24. August 2020

Data-driven and innovative, Waterfall Asset Management has seamlessly integrated Inphinity Forms into their investment lifecycle. FAST and EASY to implement, the SECURE native writeback technology drives action in real-time – removing clunky spreadsheets and cumbersome internal processes.

Management portal
Single source of data about portfolio status and other key management metrics across the organization is the Qlik app
Portfolio management
Traders pull up their Qlik app, update, track and validate their investment attributes
Resource management
Time spent on functions and investments are easily captured, supporting a transparent operating model for customers

“Qlik is pretty much the first thing our traders and portfolio managers access every morning to check their portfolio and pretty much the last thing they close when they end their day.”

Shamanth MuppidiWaterfall Asset Management, LLC

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EXPLORE MORE

Not stopping there, Waterfall AM has numerous innovative Forms solutions in the pipeline that will support their business growth.

Waterfall Asset Management, LLC

Waterfall AM is an inspirational example of a proactive and open-minded customer. Thanks to it together with our customer-centric approach, they developed the first two solutions by using Inphinity Forms write-back extension in a few weeks.

Waterfall Asset Management, LLC is an SEC-registered institutional asset manager focused on structured credit and private equity investments across multiple sectors globally. Waterfall was founded in 2005. As of date 6/1/2020, the company has approximately $7.8B in assets under management and more than 150 employees.

Webinar: Waterfall AM: Inphinity Forms In Financial Services

Get inspired by how Waterfall AM is taking action where the data is. The webinar is now available on-demand.

Interested?

If you are interested in Inphinity Forms write-back extension, you can:

Contact us via the contact form or pick the date/time that suits you for a call with Radomir.
Download a free trial and try Inphinity Forms by yourself
Get inspired on Inphinity Universe demo portal

Sean Price

Vice President of Industry Solutions at Inphinity ∞

I am an innovative and successful industry leader in analytics, delivering transformational and award-winning solutions across the public sector and healthcare. Possessing a natural ability to understand and bring technology, people and processes together, combined with a passionate, inspirational and fearless delivery style.

Accelerated Investment Management

Inphinity Forms In Financial Services

Management portal

Portfolio management

Resource management

Waterfall Asset Management, LLC

Webinar: Waterfall AM: Inphinity Forms In Financial Services

Interested?

WRITTEN BY

Address

Company

Products

Accelerated Investment Management

Inphinity Forms In Financial Services

Waterfall Asset Management, LLC

Webinar: ​​​​​​​Waterfall AM: Inphinity Forms In Financial Services

Interested?

WRITTEN BY

Address

Company

Products

Webinar: Waterfall AM: Inphinity Forms In Financial Services