The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
We constructed a SQL database which contains the modified information of the securities being held by the company, with information updated conveniently through an easy, standard process.
A Power BI dashboard is constructed to automatically display various reports required for financial statements, Management Reports of Fund Performance, etc. The dashboard also provides management insights on trends over time.
The dashboard showcases the usability of Power BI both internally and externally, and the potential trends of smart reporting without going through the same laborious process every reporting season.
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
