FundMETRIX is a comprehensive data and investment reporting managed services solution powered by a custom technology platform. It offers efficient data management, report production, and investment reporting tools to ensure data quality and enhance speed to market

Key Features

Data Bridge A custom data management workflow solution

• Aggregates data from multiple sources
• Cleanses and validates data
• Stores data in a central repository

Report Engine A bespoke, flexible, and scalable visualization/report production tool

• Allows for custom report creation
• Provides efficient report production capabilities

Investment Reporting Tool Ensures data quality and enhanced speed to market

• Offers bespoke reporting solutions
• Improves turnaround time for investment reports

Benefits

Strong Data Governance Efficient data management through proprietary Data Bridge solution

• Effective data sourcing
• Thorough validation and ingestion processes

Scalability Access to an industrialized platform for report production

• Ability to build and scale report production
• Supports growing reporting needs

Customization Minimal effort and cost for custom report creation

• Utilizes FundMETRIX alongside managed services
• Allows for tailored reporting solutions

Speed to Market Robust workflow with effective dashboards

• Features data edit and audit trails
• Reduces turnaround time for report generation

Cost-effectiveness and Flexibility Leverages FundMETRIX reporting platform with managed services

• Establishes a flexible solution
• Provides a cost-effective reporting approach