Client SuccessFlornoy Ferri
Flornoy Ferri Selects Clearwater JUMP for Scalable Front-to-Back Investment Management Solution
Flornoy Ferri is a family-run firm whose history is closely linked to the Paris stock exchange. The company serves public and non-profit clients with investment solutions ranging from discretionary investment management and dedicated wealth funds, to multi-management open architecture. When seeking an investment management solution, one reason Clearwater JUMP stood out was its scalability to meet the growing needs of innovative entrepreneurs.
Market / Asset Managers
Since its creation in 1819, Flornoy Ferri has continued to develop and evolve. Their management company is at the heart of the two main businesses of the Premium Group, a leading French player in wealth and insurance solutions serving individuals and professionals.
Headquarters: Paris, France
Website: https://www.flornoyferri.com/
$2+
Billion Assets Under Management
3,000+
Clients
20
SGP France Ranking
Challenges
- Establishing uniformity and operational convergence across the group
- Implementing a centralized repository for instruments, portfolios, and management constraints
- Streamlining the order placement process for portfolio managers
Results
- Consolidation of fund and asset management activities
- Automation of the front-to-back chain and enhancement of security of management processes
- Support for the ongoing growth of the company in different countries
“Clearwater JUMP is the tool at the heart of our culture of automation. Adopting a PMS like this frees you from custodian and fund valuer tools and allows you to consolidate data and control your operations.”
