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Selection, Design, Testing, and Deployment of a Rebalance Engine for an Investment Management Firm
Situation
An investment management firm in the USA wanted to make improvements to the rebalancing function within their portfolio management system and develop their own portfolio rebalancing engine.
Solution
Resolute assisted in the development and documentation of the requirements; the design of the rebalance engine, the development of a testing strategy, plan and test cases; and the execution of testing and implementation of the solution into production.
View the full case study to get the whole story including results, detailed solution process, and how we helped our client achieve success.
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