Lumyna
Lumyna is the management company of one of the largest Alternative UCITS platforms in Europe. They are located in London. Lumyna (part of the Generali Group) uses DXM+Studio, along with Data and Documents (Factsheets). www.lumyna.com
Generali Investments
The Generali Group uses DXM+Studio, along with Data and Documents (Lumyna Factsheets), for their primary investment companies and specialized boutiques as noted below. Click here for more information on Lumyna. Generali Investments focuses on fixed income, thematic equity and multi-asset funds, along with coordination of multi-boutique offering distribution. Their main offices are in Italy, France, and Germany. Lumyna […]
Quilter Cheviot
Quilter Cheviot is a UK based Investment Management firm that manages bespoke portfolios that are tailored to individual preferences, based on their ever-growing understanding of client investment goals and aspirations. Quilter Cheviot uses DXM for their website. www.quiltercheviot.com
Salesforce: The Basics
The basic information about how we use Salesforce
Osmosis
Osmosis Investment Management is headquartered in London with a growing presence in North America providing a smarter approach to sustainable investment. Osmosis uses DXM+Studio and Data to deliver their website and Fund+Strategy Product Pages. www.osmosisim.com
SALI
SALI Fund Services uses Communities built on DXM + Studio, as well as Documents (factsheets) and Data. We are also in the process of building out an Efficient Frontier Model Portfolio Optimizer using our Statistics API. SALI provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). SALI is located in […]
Flagship
Flagship is an Asset Manager based in Cape Town, South Africa who use DXM + Studio, along with Data. Flagship is a privately owned asset management company dedicated to private clients and smaller institutions. www.flagshipsa.com
Bridgeway
Bridgeway are an asset manager based in Texas that use DXM to run their website, and Data+Studio for their fund tools. www.bridgeway.com
Commonfund
Commonfund are a FOF provider who use DXM to power their public site and portal experience. They have a suite of fund tools behind their login which are only accessible by investors and validated prospects. https://www.commonfund.org/
RWC Partners
RWC partners are a UK based UCITS manager that run their site and portal on DXM, and use Data/Studio to power both their FBX and their Factsheets. https://www.rwcpartners.com/ https://www.rwcpartners.com/uk/fund-finder/