Toluma strengthened workflow and control with Hypergene

In summary

Results for Toluma

• Improved workflows across the organization
• Better visibility into key processes
• More efficient working methods
• Increased organizational maturity
• A flexible solution tailored to the company's needs
• A close partnership with strong professional expertise

Toluma is an investment management company managing four alternative investment funds, as well as significant financial investments within the Wilhelmsen sphere. As a licensed management company regulated by the Norwegian Financial Supervisory Authority, the company operates under strict regulatory and reporting requirements.

Toluma's need was clear: they wanted a solution that could improve workflows, support multiple business areas, and provide better visibility across portfolio management, reporting, and risk management.

Toluma has been a customer of Escali, now part of Hypergene, since 2013, but when the company obtained its management company license in 2025, the regulatory requirements increased significantly. It therefore became necessary to find a provider capable of meeting these higher standards.

"We chose Hypergene as an important provider because of their high level of expertise, flexibility, customer-oriented approach, and competitive pricing," says Shahzad Yaqub, Vice President Finance.

The challenge: Improving workflows across the organization

Toluma needed a solution that could support several critical business processes. The challenge was not only about technology but about establishing a more efficient and integrated way of working.

The goal was to implement a solution that could:

• improve internal workflows
• provide better visibility into key financial processes
• support multiple business areas across the organization
• contribute to more efficient and standardized working methods

At the same time, it was important to find a partner that understood the company's needs and could adapt the solution accordingly.

The solution: Expertise combined with flexibility

For Toluma, it was the combination of expertise and a practical approach that made the difference. What distinguished Hypergene's treasury and asset management solution from other alternatives was not only the functionality itself, but also the way the collaboration worked. ‍

Shahzad Yaqub, Vice President Finance, explains:

"What set Hypergene apart from other alternatives was the combination of expertise, a pragmatic approach, and a strong understanding of our needs."

Today, Hypergene supports portfolio management, reporting, risk management, and regulatory processes — functioning as a solution that serves several parts of the organization.

The result: Better visibility and more efficient processes

The implementation of Hypergene has contributed to clear improvements in the way Toluma operates. By consolidating key processes into one solution, the company has achieved better structure and a more efficient workflow.

"The solution and the collaboration have contributed to better visibility, more efficient processes, and increased maturity in the way we work," says Shahzad Yaqub.

The benefits extend beyond operational efficiency and also include establishing more robust processes for the future.

A partnership defined by availability and solution-oriented collaboration

For Toluma, the vendor relationship has been an important part of the overall experience. Expertise matters, but so do availability, flexibility, and the ability to find practical solutions along the way.

"The collaboration with Hypergene has been excellent — they have been available, solution-oriented, and easy to work with," says Shahzad Yaqub.

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