Front Office Optimization

EAC seamlessly integrates a holistic front to back-office experience to maximize your Alpha.

Front Office Optimization

EAC seamlessly integrates a holistic front to back-office experience to maximize your Alpha.

Operational Efficiency

  • Efficient order execution and settlement

  • Integration within your OMS and assist with efficient SMA management

  • Trade analysis – pre trade, wash sales, and long/short-term holding

  • Optimizing financing arrangements, cash management and currency hedging

  • Holistic workflow design for business resiliency and continuity

Commission Optimization

  • Maximize commission utilization, enhanced execution, and market access

  • Manage a cost-effective blend of research and liquidity access including soft dollar budgeting

  • Holistic view includes interest, fees, financing, and commissions

Collaboration with Financial Institutions

  • Forge alliances with POEMS providers and explore collaborations for comprehensive financial services

  • Establish and manage new broker connectivity

  • Open communication with brokers for reporting, transparency, and addressing your needs

Client-Centric Risk Management

  • Manage strategy risk to leverage existing POEMS

  • Constant portfolio alignment with software integration

  • Options strategies, position hedging, and synthetics

Supporting Team Members

Portrait of Bobby May

Bobby May

Front Office Optimization

Portrait of Pat Garofalo

Pat Garofalo

Front Office Optimization

Portrait of Joe Murphy

Joe Murphy

Operations

Front Office Optimization

Get in touch with EAC:

Our team of CPAs, CFOs, COOs, and accounting, operations, front office, and investor relations professionals offers unparalleled fund experience with some of the largest and most complex industry leaders.

We are here to help.

info@eacllc.com

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