3 Ways We Can Customise Wakett Software

In the fast-paced world of financial investment management, customisable financial software is crucial for success. 

So, if you’re an investment manager who’s constantly looking for innovative solutions that can not only enhance your operational efficiency but also reduce reliance on software like Microsoft Excel, Wakett is the answer.

How Wakett’s Customisable Software Can Work With You

At Wakett, we understand these needs and offer highly customisable financial software that’s been designed to streamline investment processes. 

Our platform provides a sophisticated alternative that combines connectivity, process automation, and bespoke visualisation capabilities, ensuring you and your team can focus on strategic decision-making rather than administrative tasks. 

Below, we outline the three main areas of Wakett customisation that can transform your approach to financial management.

1. Connectivity

The Wakett Box, or as we previously referred to it, ‘the Wakett Framework’, has been designed to connect multiple sources and aggregate all your data into a single processing engine. 

This establishes connectivity via FIX, API, and other protocols to collect market data—available in either streaming or end-of-day format—with high-volume processing capabilities. 

Additionally, we integrate account data, news feeds, order routing, and execution management. 

In short, any connectivity related to trading and account management can be seamlessly integrated.

2. Process Automation

Once all your data has been connected to our customisable financial software, the next step is process automation, which can serve both trading and operational purposes. 

For trading-related tasks, we can implement automated processes that monitor portfolios, generate signals and orders, manage execution, and apply necessary risk controls. 

Meanwhile, our software also solves one of the most common requests in operational tasks: daily account reconciliation. 

Indeed, the Wakett Box ensures that statements are checked automatically, flagging any discrepancies and eliminating the need for laborious manual checks.

3. Visualisation & Reporting

Whether you require a dashboard, a front-end platform, or a mobile application with a custom design, we can create the visualisation needed to unify all your data in one tool. 

Furthermore, our custom reporting options accommodate your specific requirements, whether they be PDFs, formatted Excel files, or other file types.

Improve Your Processes With the Ultimate Customisable Software

We are committed to providing custom solutions that empower investment managers to enhance their efficiency and effectiveness in an increasingly competitive landscape. 

So, if you are looking for a software solution that transcends the limitations of traditional tools like Microsoft Excel, we invite you to explore the possibilities with us.

Contact us today to learn how we can tailor our software to meet your unique needs and help you reclaim valuable time, resources, and energy in your investment management processes.