As performance becomes increasing dependent on a manager’s ability to simultaneously execute trades, track data, mitigate risks, and analyze reports across multiple accounts, portfolios, and custodians, Merlin’s solutions streamline workflow and simplify operations. Our team of top industry veterans and IT leaders gives you the tools you need to grow your business and deliver what your clients want, every moment of the day.
We are built for your success
Because our open architecture platform reaches across accounts, portfolios, and custodians, our reporting analytics and trading tools give you greater vision into and control over the full spectrum of your assets.
We provide the right solutions
We measure our clients holistically, considering net revenue and assets, and customize services based on your needs and strategies.
We help eliminate downtime
Our transition team is dedicated to seamlessly on-boarding new clients, transitioning new business, and activating new accounts.
We are with you every step of the way
Our account executives and customer service team members make sure that not only are your current needs being met, but that your business is positioned to face potential challenges and achieve future growth.
We are focused on your day-to-day operations
We offer the tools you and your clients use every day, including real-time reporting, the ability to quickly produce summary- and position-level data, and an Excel-compatible performance engine with P/L, aggregation, and compliance capabilities.
We grow with you
We understand that flexibility, scalability, and security are critical to your ongoing success. Our open architecture platform, decoupled from any third-party system, is designed to help you analyze, act, and evolve.