Taking the stress out of fund reporting
Efficient Risk Management
Drafting document and reports for investment funds can be a manual and time consuming exercise.
- Data is collected from multiple data sources and manually integrated in spreadsheets and documents
- Changes in source data require manual modifications in existing reports
- Reporting templates are not standardized and copied manually from previous periods for updates
Our cloud based solution aims to automate the process, reducing manual interventions and allowing end-users to focus efforts on exceptions and failed controls.
- Automated data import from different sources within your organization, linked to our standardized data model
- Tailored computations of financial and statistical report information
- Automated regeneration of reports documents on detection of changes to related information
- Automated re-computation of calculated values on detection of changes to related information
What makes us different
Why work with us?
Our people make the difference
Your requirements are our success
Addressing your reporting challenges is key to the success of our company. We carefully listen to your needs and collaboratively with your end-users identify solutions to tackle your challenges.Our process
Qualified Functional and Technical expertise
Our Product team has business analysts and experts coming from operations, they understand the needs of your end-users and are involved already in the pre-sales phase to ensure that our offer and solution will meet and exceed expectations.Our works
Dedicated onboarding team
Dedicated resources will be allocated to onboard your reporting business that have been involved in the offer elaboration to ensure timelines and milestones are realistic and achievable.Case studies