Merlin Offers Reporting Platform As Standalone Solution

Apr 27 2011 | 11:19am ET

Prime broker Merlin Securities will offer its analytics and reporting platform as a standalone software solution for the investment community.

The unbundled version of MerlinSHARP has “minimal implementation requirements” and can be accessed via the Internet on a software-as-a-service model. The software allows users to aggregate information from multiple prime brokers and custodians and produce customized reports. MerlinSHARP facilitates transaction-based attribution, risk reporting, exposure over time analysis and custom bucketing of portfolio characteristics. It also includes a customized reporting tool that allows investors to generate reports on-the-fly.

John Quartararo, partner at Merlin, has been named head of sales and marketing for Merlin Technology.

“Merlin’s approach is to understand and address the needs of our clients and their need to meet the requirements of their investors,” said Quartararo. “Now we are able to bring that approach to a much broader universe of money managers, including hedge funds, mutual funds, family offices and high-net-worth individuals. Investors today require multi-prime and multi-custody arrangements; managed account capabilities; increased transparency; and portfolio, risk and attribution reporting. MerlinSHARP has long been an industry standard for helping money managers cost-effectively meet these needs.”

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