upTick is an open source investment management platform that provides solutions to automate the investment lifecycle. The platform provides solutions for research and trade ideas, portfolio modelling and management as well as order and execution management, market data and complex event processing.

The upTick platform is modular and supports both file and message-based integration. This means you can choose the components you need and how you would like to use them and because the software is open source you have a robust, reliable and secure investment platform with unparalleled transparency and extensibility. You can use the platform as-is or as a base on which to build your own bespoke solution.

Figure 1: The upTick platform

Cadence - Portfolio Modelling & Management

Cadence is a portfolio management solution that helps you construct and manage portfolios in accordance with your investment strategies. With Cadence you can look forward to:

• "1-Click" portfolio construction, customisation and management;
• customisation of benchmarks and target sets, target set groups and asset classes;
• mandate and strategy management.

Cadence - Risk Management & Compliance

Cadence is a risk management and compliance solution that helps you manage your business and regulatory risk. With Cadence you can look forward to:

• "1-Click" pre-trade compliance;
• integrated post-trade compliance;
• real-time market, credit, liquidy and operational risk management.