Case Studies

Vendor Switching Made Easy With Cappitech

Global asset manager automates their MiFID II regulatory reporting

Cappitech helped Cambridge Strategy/Mesirow Financial easily switch from their current ARM and reporting vendor to Cappitech resulting in accurate reporting and reduced costs – all within six weeks.

“Working with Cappitech was so refreshing. After having significant reporting issues with other vendors, we turned to Cappitech who managed to get our reporting live within weeks. Thanks to their market knowledge and understanding of the instruments traded, and high level of professionalism, we continue to accurately meet our compliance obligations in a hassle free, automated way.”

Matthew Roberts, Sr. VP, Sr. Operations Associate, Mesirow Financial

Get you copy of the case study and see how easy it is to use Cappitech’s technology, compliance reporting know-how and infrastructure to comply with MiFID II reporting.


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