Buy-side firms sit on vast amount data that needs to be turned into information for analysis and/or for reporting.
Bringing portfolio Holdings, Risk, Performance and Accounting data together in real-time is necessary to enable portfolio ‘Insights’ for use with Business Intelligence (BI) tools.
DATA therefore is the key and this single source of truth of client data needs to be liberated to users and investors for both analysis and reporting.
Done right, this will be a huge competitive differentiator
Consolidated Holdings, Risk, Performance and Accounting Views