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Alpha Financial Software partners with IHS Market

Updated: Mar 15, 2023

Alpha Financial Software partners with IHS Markit

BOSTON, MAJanuary 24, 2022 – Alpha Financial Software (AFS), the fintech leader in U.S Mortgage-Backed Securities (MBS) Clearance and Settlement AUTOMATION, today announced that it has partnered with IHS Markit to deliver comprehensive automated clearance & settlement for U.S. Agency mortgage-backed securities (MBS) to the thinkFolio investment management platform.

"Agency mortgage-backed securities will continue to play an important role in global fixed-income portfolios and we want to ensure our clients have all of the capabilities they need to support the asset class within thinkFolio," said Brett Schechterman, Global Head of thinkFolio at IHS Markit. "In order to enhance our functionality suite and extend further into the middle office, we chose to partner with Alpha Financial Software because of their extensive experience with the asset class and ability to deliver a comprehensive solution to drive automation and efficiency for our clients."

“From our inception, our goal has been to streamline the complexity involved in US agency MBS clearance and settlement processing," said Joe Kohanik, Managing Partner at Alpha Financial Software. "When combined with thinkFolio’s decision support and trading suite, TBA Mortgage Master will deliver everything fixed income managers require on a single platform to optimize their MBS trading strategies and mitigate operational costs."

About thinkFolio

thinkFolio from IHS Markit is a leading multi-asset investment management platform that delivers sophisticated capabilities across portfolio modelling, order management and trading, cash and FX management, compliance and the investment book of record (IBOR). The platform is delivered as a managed service, supporting investment firms that want to reduce costs, maximize flexibility, enhance scale and achieve time-to-market objectives.

About Alpha Financial Software

Alpha Financial Software was founded in 2006 with the goal of providing straight-through-processing automation of U.S. Agency TBA trading to both buy-side and sell-side financial firms. Alpha Financial software provides full lifecycle MBS clearance and settlement solutions to automate front, middle and back-office. Built by veteran fixed income professionals who marry practical experience with advanced technology, Alpha Financial Software supports a broad range of financial services clients trading the MBS/OTC markets.


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