Every case is presented without client names or identifying information.
The problem
Manual Excel-based reporting taking 3+ days per cycle across 4 funds.
The solution
ETL pipeline + automated factsheets + NAV-based KPI dashboard (Sharpe, Sortino, YTD, monthly returns).
The result
Reporting cycle reduced from 3 days to under 2 hours.
The problem
Document collection and client onboarding done via email and WhatsApp no audit trail.
The solution
Secure client portal with document upload, status tracking, AML checklist, and e-delivery.
The result
Onboarding time reduced by 60%. Full audit trail maintained. Zero missing documents.
The problem
AUM tracking and investor reporting managed in disconnected spreadsheets no single source of truth.
The solution
Internal platform with NAV, Sharpe, Sortino, YTD calculations · StoneX data import · automated factsheets.
The result
Single source of truth for fund performance across 4 funds. Weekly reporting automated.
Let's talk about what we can build together.