Maximising Resource with an Automated Accounts Repository

Date

March 5, 2024

Services
Technologies
Maximising Resource with an Automated Accounts Repository
Play button

The Business Challenge

A hedge fund was spending lots of time and effort consolidating the data from several external administrators in order to keep track of individual investor’s accounts.

Our Solution

Synetec developed a secure web-based system that imported the data on a monthly basis from all external administrators. All transactions could then be matched to individual investors and graphical investor reports generated. Intuitive categorisation of investors made it very easy for the system to show key information such as institutional investors, high net worth individuals, fully redeemed investors, etc…

Results and Benefits

The time required each month to manage the administrators’ accounts were greatly reduced. The Marketing department had easy access to valuable investor data from anywhere in the world.

Speak to a Software Development Specialist

If you would like to discuss a bespoke software development project, challenge or goal please book a 30 minute Clarity Call with us and we'll point you in the right direction (even if you chose not to work with us)

Synetec Logo
Cookie Settings
By using this website, you agree to the storing of cookies on your device to enhance site navigation, analyse site usage, and assist in our marketing efforts. View our Privacy Policy for more information.