Fund Insights

“We lack transparency and access for clients to drive insights across their fund administration datasets”

Challenges

Solution

Leverage Dynamic Insights

Fund Insights is a digital channel for all your Fund Accounting data, enabling managers to analyze their data, and run LP queries completely self service.

Build & Run Ad-Hoc Analysis

Fund Insights creates web-based general ledger reporting, enabling users to self service and access reports at their leisure rather than wait to receive data over email. Investor inquiries that took weeks to answer can now take hours.

Streamline NAV Approval Across Funds

Shorten the Net Asset Value (NAV) approval process with workflow tools that enable managers to review logic and automatically confirm NAV across funds.

Discover More

Learn how we’re solving fund insight challenges. View our Client Success Stories or request your own personalized demo.