Every case is presented without client names or identifying information. The financial activity is always the client's, we built the software.
The problem
Their team spent 3+ days per cycle on manual, Excel-based reporting across 4 funds.
The solution
We built an ETL pipeline, automated factsheets, and a KPI dashboard (NAV, Sharpe, Sortino, YTD, monthly returns).
The result
Their report generation dropped from 3 days to under 2 hours.
The problem
Their document collection and client onboarding ran over email and WhatsApp, with no audit trail.
The solution
We built a secure portal with document upload, status tracking, an AML checklist, and e-delivery.
The result
Their onboarding time dropped 60%, with a full audit trail and zero missing documents.
The problem
Their AUM tracking and investor reporting lived in disconnected spreadsheets, with no single source of truth.
The solution
We built an internal platform with NAV, Sharpe, Sortino, and YTD calculations, StoneX data import, and automated factsheets.
The result
We gave them a single source of truth for fund performance across 4 funds, with weekly reporting automated.
Let's talk about what we can build together.