The Challenge

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 Response

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

Other benefits:

Increase Quality

Increase Control

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