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Asset Management
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Use Case: Head of Asset Management
“Our monthly & quarterly asset performance reports require too much manual intervention. How do we become more efficient and ensure data quality?”
Challenges
- Our data is complex and scattered. It comes from multiple places in many different forms. Difficult to normalize
- Timing of data is not standard. Financials & operating reports have different deadlines and delivery dates depending on the asset or partner
- It’s not always clear what is incomplete vs missing vs late
- Our current data management systems are entirely disconnected from Excel
Solution
- I need to be able to summarize the status of post-investment data in simple way
- A platform to track third party compliance to contractual documents and data
- Services to support data exchange and normalization of data from third parties
- Dashboard capability to visualize portfolio valuation updates and scenario results in real-time
Centralized Assets and Data
Track, filter, drill-in and export your operational and financial data across diverse assets.
Complete Transparency at the Asset Level
Monitor assets with a single dashboard, easily see which ones need immediate attention using real-time data.
Dedicated Data Management Services
Stop wondering if your data is complete and trustworthy. We’re here to help with data collection and data quality if you need it.
