Our team will reach out within 24 hours to gather your project requirements, clarify your business objectives, and outline the next steps in our collaboration.
Client
The client is a global independent asset manager with a primary focus on credit-related activities. They have been serving various business sectors for decades and rely heavily on maintaining high data quality for asset management to drive their operations.
Business Challenges
- High cost of any errors and irregularities in the underlying data.
- Many portfolio managers with very different needs require flexible asset management analytics solutions.
- Continually expanding asset coverage and evolving investment strategies.
Highlights
- Seamless integration with Charles Rivers, Wall Street Office, Broadridge Security Master, and other industry-standard products and feeds, improving data quality for asset management.
- Convenient workflow management tools providing an unparalleled view into crucial business processes across the company, powered by advanced asset management analytics.
- Powerful data warehouse based on Tableau and Microsoft SQL Server.
- Extensive and continually growing internal web application delivery platform, supporting scalable asset management analytics.
Benefits
- Reduced operational overheads and seamless integration.
- Increased transparency in fundraising, deal-making, and portfolio performance.
- Flexible no-code access to the crucial investment data.
- Rapid onboarding of new asset classes and investment strategies, enabled by versatile asset management analytics capabilities.
Technologies
Vue.js / ag-Grid / Tableau
.NET 4.7 / ASP .NET MVC
SQL Server
