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The client wanted to redesign the existing in-house system to expand its functionality, make it scalable, and offer it as a service to other equity funds. The solution required a robust framework to provide a comprehensive portfolio analytics solution while addressing key industry demands.
Highlights
- Performance monitoring (with a diverse metrics array) for invested businesses
- Centralized data storage ensures all information submitted by portfolio companies is stored in the database and automatically updated. This includes up to 150 different details per client enabling streamlined data analytics for finance
- A powerful, user-friendly, centralized server storage with files available in Excel format
- System supports multiple types of Excel spreadsheet templates
- Prefabricated, new, custom spreadsheets can contain intricate calculation formulas tailored for portfolio analytics solutions
- Report aggregation functionality makes it possible to merge multiple spreadsheets into a single printable file
- Spreadsheets can be exported to SAC and Microsoft Document Imaging (MDI) format
- Intricate multi-level approval workflow designed to meet the compliance needs of data analytics for finance
Technology
- Integration with Active Directory, Excel, Cognos, Open ID, Live ID, Sharepoint
