Automating Investment Reporting for a UK Financial Services Firm
The client had tried using Excel plug-ins and manual macros, but these solutions quickly became fragile and failed to scale as data complexity increased.
The marketing department for RAB Capital required a simple means for viewing current and historical Net Asset Values (NAV) of all funds, with the additional function of generating reports for publication to investors.
Synetec produced a secure web based application for recording NAVs for multiple funds. The application provided a graphical view of all funds’ NAV and performance.
The marketing department had easy access to the data they required in an easy-to-interpret graphical display. The process of publishing reports was streamlined.
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)
Get in Touch