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Real-Time Portfolio, Risk Management and Regulatory Solutions
IMAGINEIncorporated 1993
Global software, data and
services company providing
comprehensive risk,
portfolio and regulatory
management solutions for
financial firms worldwide.
Headquartered in New York
City with offices in Hong
Kong, London, Sydney and
Cleveland.
Corporate Clients Platform
Imagine works with
financial firms of all sizes
and complexity, including
banks, brokerage firms and
asset managers, funds of
funds and pension funds
worldwide.
Available as a traditional
enterprise installation or as
a full service, cloud-based
ASP— with real-time
pricing, security master,
corporate actions, derived
market data and 24/7
connectivity.
IMAGINE By the Numbers
Incorporated 1993
 $5 trillion risk-managed client assets
 15 million daily trades
 7 million aggregated positions
 Over 150 + products covered
 Daily prices archived on over 90,000 exchange-traded instruments
 Multi-factor tools can shock up to 17 factors
 Runs thousands of trades per second across millions of positions
 More than 85% of Imagine clients run or build applications with the Imagine Financial Platform
 Over 250 ready-to-go interfaces
IMAGINE Core Competencies
Financial products, services and quantitative modeling,
real-time, multi-asset class reference and derived data
Employ modern and practical technologies and methods in
large scale, real-time software engineering
Administration, security, operating systems, networking,
databases, business continuity planning, release
management
Multi-disciplined professional support and consulting
services
Finance
Software
Support
Services
Expertise
IMAGINE Clients
Prime
Brokers
Asset
Managers
Imagine helps businesses of all size and complexity successfully navigate market risk, improve portfolio
performance, deliver operational efficiencies and provide regulatory transparency.
While our clients focus on managing assets, scaling for growth and meeting regulatory and compliance needs,
Imagine provides the smooth-running engine that underpins and drives entire front-to-back office operations so
clients can pursue strategic growth.
Hedge
Funds
Banks
Funds of
Funds
IMAGINE Solutions & Services
Imagine Financial
Platform
Managers, service providers,
consultants and third parties
have the ability to use IFP’s off-
the-shelf products and services
– or they can tap directly into
our rich data universe and
analytics to develop applications
(Imagine Apps) that meet
specific and proprietary business
needs.
Real-Time Risk &
Compliance
Supports prime brokers,
FCM’s and asset managers
working in high-speed and
high-volume environments
Risk
Aggregator
Provides clients who do not
have direct access to
position-level data the
capacity to view, compare
and report risk exposures &
analyses across all underlying
fund & investments
Regulatory
Solutions
Helps clients expand into new
markets and meet regulatory
demands with the only all-in-
one limits monitoring liquidity
solution
2015
Best Risk Management Technology Provider, HFM US Hedge Fund Services Awards
Best Risk Management Product, HFM US Technology Awards
Best Real-Time Portfolio, Risk & Regulatory Solutions, The Hedge Fund Journal
Award for Innovation in 40 Act Funds, Acquisition International
2014
China Derivatives Focus’ Most Innovative Trading Provider of The Year
Best Firm for Real-Time Portfolio, Risk & Regulatory Solutions, The Hedge Fund Journal
2013
COO Steve Harrison Technology Top 40, Institutional Investor
2012
Best Portfolio Management Software Provider, HFMWeek
2011
Best European Tech Provider-Client Services, HFMWeek
IMAGINE Industry Awards

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About Imagine Software

  • 1. Real-Time Portfolio, Risk Management and Regulatory Solutions
  • 2. IMAGINEIncorporated 1993 Global software, data and services company providing comprehensive risk, portfolio and regulatory management solutions for financial firms worldwide. Headquartered in New York City with offices in Hong Kong, London, Sydney and Cleveland. Corporate Clients Platform Imagine works with financial firms of all sizes and complexity, including banks, brokerage firms and asset managers, funds of funds and pension funds worldwide. Available as a traditional enterprise installation or as a full service, cloud-based ASP— with real-time pricing, security master, corporate actions, derived market data and 24/7 connectivity.
  • 3. IMAGINE By the Numbers Incorporated 1993  $5 trillion risk-managed client assets  15 million daily trades  7 million aggregated positions  Over 150 + products covered  Daily prices archived on over 90,000 exchange-traded instruments  Multi-factor tools can shock up to 17 factors  Runs thousands of trades per second across millions of positions  More than 85% of Imagine clients run or build applications with the Imagine Financial Platform  Over 250 ready-to-go interfaces
  • 4. IMAGINE Core Competencies Financial products, services and quantitative modeling, real-time, multi-asset class reference and derived data Employ modern and practical technologies and methods in large scale, real-time software engineering Administration, security, operating systems, networking, databases, business continuity planning, release management Multi-disciplined professional support and consulting services Finance Software Support Services Expertise
  • 5. IMAGINE Clients Prime Brokers Asset Managers Imagine helps businesses of all size and complexity successfully navigate market risk, improve portfolio performance, deliver operational efficiencies and provide regulatory transparency. While our clients focus on managing assets, scaling for growth and meeting regulatory and compliance needs, Imagine provides the smooth-running engine that underpins and drives entire front-to-back office operations so clients can pursue strategic growth. Hedge Funds Banks Funds of Funds
  • 6. IMAGINE Solutions & Services Imagine Financial Platform Managers, service providers, consultants and third parties have the ability to use IFP’s off- the-shelf products and services – or they can tap directly into our rich data universe and analytics to develop applications (Imagine Apps) that meet specific and proprietary business needs. Real-Time Risk & Compliance Supports prime brokers, FCM’s and asset managers working in high-speed and high-volume environments Risk Aggregator Provides clients who do not have direct access to position-level data the capacity to view, compare and report risk exposures & analyses across all underlying fund & investments Regulatory Solutions Helps clients expand into new markets and meet regulatory demands with the only all-in- one limits monitoring liquidity solution
  • 7. 2015 Best Risk Management Technology Provider, HFM US Hedge Fund Services Awards Best Risk Management Product, HFM US Technology Awards Best Real-Time Portfolio, Risk & Regulatory Solutions, The Hedge Fund Journal Award for Innovation in 40 Act Funds, Acquisition International 2014 China Derivatives Focus’ Most Innovative Trading Provider of The Year Best Firm for Real-Time Portfolio, Risk & Regulatory Solutions, The Hedge Fund Journal 2013 COO Steve Harrison Technology Top 40, Institutional Investor 2012 Best Portfolio Management Software Provider, HFMWeek 2011 Best European Tech Provider-Client Services, HFMWeek IMAGINE Industry Awards