Client testimony from Montaigne Capital about the Front-to-Back JUMP solution

Client testimony from Montaigne Capital about the Front-to-Back JUMP solution

In the words of:

Pierre Willot
Chairman of Montaigne Capital

MAIN OBJECTIVES

  • Enhancing the security of management processes
  • Productivity gains
  • Business digital innovation

MONTAIGNE CAPITAL

Montaigne Capital is a management company whose remit is to provide its clients with a true conviction-based management service.
Specialising in equity, the aim of the company is to work primarily with company executives, industrial families or clients with specific challenges. A dialogue is established between the manager and client. Clients can monitor directly the management of their assets and question the manager at all times.

Why did you choose JUMP in 2009?

Pierre Willot: “In 2009, we were looking for an IT solution able to support our growth and meet our control and oversight requirements. At the time the choice we faced was to go for a specific development, or an inexpensive solution designed for smaller management operators, or to opt for a more extensive but more expensive software solution. We quickly discounted the choice of a specific development as we needed to be rapidly operational and wanted to focus our resources on our core business. We also discounted limited but cheaper solutions as they did not provide the level of control and supervision of processes we required and would also limit our prospects for growth. As one of the few solutions capable of supporting our growth, JUMP quickly stood out by its coverage of the Front-to-Back requirements involvement in our fund and asset management activities and by the fact that the solution best met our current and future business needs. Finally, we chose JUMP as the company was also recommended by one of their first clients, a London-based hedge fund that used it to monitor market risks and the automation of the reporting process.”

Since 2009, JUMP has supported all our management activities

What is it that you currently like in the JUMP solution?

Pierre Willot: “At Montaigne Capital, our aim is to control our management end-to-end and customise our tools. We therefore appreciate the flexibility of the JUMP tool which has helped us to personally configure our risk reports, fund factsheets, management reports, compliance monitoring and our decision-making tools. We were also keen to remain innovative and recently JUMP has also allowed us to rapidly implement the transfer to electronic orders via FIX and to develop on our own a new website based on JUMP Web Portal technology placed at our disposal.”

CONSOLIDATION OF OUR FUND AND ASSET MANAGEMENT ACTIVITIES
AUTOMATION OF THE FRONT-TO-BACK CHAIN AND ENHANCEMENT OF THE SECURITY OF MANAGEMENT PROCESSES
SUPPORT FOR DRIVE TOWARDS DIGITAL INNOVATION

Do you think that the JUMP solution is suitable for independent management companies?

Pierre Willot: “As a management company, we have a multiplicity of topics to manage in a regulatory environment that is constantly changing. JUMP has correctly understood the problems of independent management companies. The strength of the JUMP software programme is to offer functionality tailored to each of our business problems, and to listen to our expectations.”
JUMP is now playing a strategic role at Montaigne Capital: position holding, placing electronic orders, compliance, reporting, cost calculation, website widgets, etc. The scope of its functional range results in significant gains in productivity.

We have been using the solution for 10 years and our partnership is now stronger than ever.


What sort of relationship of trust and partnership do you have with JUMP?

Pierre Willot: “We have a very strong relationship with JUMP. We are advanced and demanding users and we appreciate that JUMP treats us as real partners. Lastly, we also appreciate the values of this family-run and dynamic company whose founding team is still fully involved.”


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