eFront MO Implementation for Private Capital Management
Project description
eFront MO implementation provides private capital institutions with a secure, scalable, and automated middle office framework. In a landscape of increasing operational complexity, implementing eFront MO ensures consistent data, robust process controls, and efficient portfolio and cash management across private equity and private debt operations.
This project demonstrates how disciplined system configuration and process design can optimize middle office efficiency, reduce operational risk, and support regulatory compliance for private capital operations. By leveraging automated reporting and structured workflows, financial institutions gain both operational reliability and scalable growth capabilities.
5 experts
10 months
eFront Middle Office Implementation Scope
This section outlines the implementation scope, highlighting the core middle office processes configured and operationalized within private capital operations. It provides a view of the functional coverage, ensuring reliable and scalable management of private equity and private debt portfolios.
- Capital calls and cash movement processing
- Investor distributions and flow management
- Investor closings and investment integration
- Automated management reporting
- Portfolio and cash position monitoring
- Portfolio valuation and NAV calculation
Implementation Methodology
- Establishment of a new dedicated MOPC team
- Development of procedures and operating methods
- Dual control (4-eyes principle)
- Checklist-driven process validation
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