Proto Software

Case Studies

See how hedge funds and other asset managers have used Proto Financial to save time, make better decisions, and institutionalize their key data-oriented processes so that they are automated and documented.

Whether you are struggling with a manual workflow to integrate and process data or you are looking for a report that answers all your analytical questions in one place, Proto Financial can help you combine your disparate data with Bloomberg Professional more effectively.

	Month-End CFO Reporting Workflow Integrating Prime Broker Files for Accurate Month-End P&L and Exposure
	Historical Data Integration Integrating, Cleaning and Testing a Historical Record of Monthly Performance and Exposure
	Daily Portfolio Metrics A Dashboard Run Daily to Generate and Explore Key Portfolio Exposure and Risk Metrics
	Portfolio Exposure Snapshot Portfolio Exposure Reports for a Selected Time Frame
	Historical P&L Attribution Generating P&L Attribution Reports by Category and Security Over a Selected Timeframe
	Broker Commission Analysis Track Budget vs. Actual and View Trends in Trading Commissions Paid to Brokers
	VWAP P&L Scorecard Transparently Present Best Execution to Enable Optimal Ongoing Trade Order Allocation
	Trade Timing Analysis Visual Analysis of Trade Entry and Exit Points and Summary Cash Flows
	Screening with an LBO Model Use an Excel-based LBO Model to Screen Hundreds of Companies Using Model Output
	RMBS Comparative Metrics Screening Dashboard Custom Side-by-side Analysis of Residential Mortgage Backed Securities (RMBS)
	Option Package Analysis Model Simple Equity Option Packages and Visually Explore the Payout Sensitivities