Asset Manager

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TS Imagine

TS Imagine offers a SaaS platform for electronic front-office trading, portfolio management, and financial risk management in the financial services...

TS Imagine

TS Imagine offers a SaaS platform for electronic front-office trading, portfolio management, and financial risk management in the financial services sector. The company provides products for investment lifecycle management, including trading, risk assessment, compliance, and operations. TS Imagine serves buy-side and sell-side entities, such as asset managers, prime brokers, and risk managers, from its New York office, founded in 2021.

General information

Firm type

Asset Manager

Year founded

2021

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Additional offices

Montreal · London · Hong Kong

Principals

Rob Flatley

CEO

Andrew Morgan

President and Chief Revenue Officer

Sector focus

Enterprise SoftwareFinTech

Frequently asked questions

Who runs investment decisions at TS Imagine?

TS Imagine does not allocate capital or make investment decisions. It is a technology company providing software infrastructure — execution and risk management systems — to buy-side institutions. Strategic direction is set by CEO Rob Flatley, President Andrew Morgan, and the executive leadership team.

How does TS Imagine fit into a typical buy-side technology stack?

TS Imagine operates at the intersection of the front office and middle office. Its EMS connects portfolio managers and traders to hundreds of global brokers for order routing and execution, while its RMS provides real-time portfolio analytics — P&L, VaR, scenario analysis, and margin — on the same underlying positions and market data. This removes the data fragmentation that typically exists between standalone OMS/EMS and risk systems.

Which asset classes does the platform support?

The platform supports equities, fixed income, futures, options, and foreign exchange. The firm has notably deepened its credit-trading capabilities — in 2023 it added BondCliQ's centralized US corporate bond quote and trade-data system to address dealer-to-client and dealer-to-dealer fixed income market structure.

What was TS Imagine before the 2021 merger?

TS Imagine is the product of a merger between TradingScreen and Imagine Software. TradingScreen, founded in 1999, was a pioneer in multi-broker, multi-asset electronic trading. Imagine Software, dating to 1993, built one of the earliest real-time portfolio and risk analytics platforms. Private equity firm Francisco Partners consolidated the two into a single cross-asset SaaS business in 2021.

How does TS Imagine handle data security and the separation of client information?

The platform operates a multi-tenant SaaS architecture with strict logical data separation between clients. The firm's core security posture is attested through regular third-party audits. All client position, P&L, and transaction data is partitioned and encrypted, with role-based access controls governing internal access.

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