I need to . . . CLIENT PROFILE © 2015 Cutter Associates, LLC | US +1 339 469 0600 | EMEA +44 (0) 20 3440 4255 | www.cutterassociates.com STREAMLINE OUR SOFTWARE ARCHITECTURE One of the world’s largest investment management firms—a leading provider of US ‘40 Act funds and company-sponsored retirement plan services—wanted to streamline a branch of their software architecture. The firm’s Fixed Income trading desks were managing taxable bond and money market portfolios using an assortment of software for order management, portfolio management, and compliance. The firm asked Cutter Associates for help developing a strategy for streamlining the front office software architecture of their Fixed Income group. Specifically, they needed help identifying all of

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