BI Reporting Archives

How Private Cloud Platforms Support Fiduciary Data Privacy

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Firms are managing and using greater amounts of sensitive investment data. With this comes significant responsibility for compliance and fiduciary data privacy. Securing this information and being able to administer…

Common Performance Attribution Reporting Gaps for Growing Investment Firms

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As investment firms expand, they often encounter performance attribution reporting gaps. With growth in portfolios to manage, strategies to execute, and data to analyze, reporting can quickly become a considerable…

Centralized investment reporting dashboard with portfolio analytics and data visualizations

Monitoring Multi-Portfolio Investment Operations with Centralized Reporting

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Key Takeaways Centralized reporting for investment management supports efficient operations by streamlining and automating once manual tasks. Data silos are often the biggest obstacle to gaining visibility across performance. Using…

Investment reporting dashboard for operational risk monitoring

How Internal Reporting Transparency Reduces Operational Risk

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Key Takeaways Establishing internal reporting transparency provides many benefits to firms, including greater efficiency, accountability, and visibility. Data integrity and accuracy are key barriers to transparent reporting, but organizations can…

Executive investment dashboard displaying portfolio performance metrics and data visualizations

What Executives Need from Investment Management Dashboards

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Key Takeaways An executive dashboard for investment management offers visibility across the firm in snapshots. The data highlighted in investment dashboards drives actionable insights that ensure decision-making is data-driven. The…

Investment management dashboard displaying real-time KPI analytics and performance data.

Which Investment KPIs Belong in Real-Time Dashboards?

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Key Takeaways Real-time KPI dashboards offer clear, transparent views into operations and performance. Customizable investment management metrics can include performance, risk, compliance, asset allocation, and more. The best use cases…

Advanced Reporting Features: Making Data Work for You in Real-Time

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Key Takeaways Real-time portfolio performance reporting drives efficiency and visibility. Firms need modern platforms that can scale and have special features for advanced reporting. Enhanced reporting can be a differentiator…

How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches

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Launching a new investment strategy has always been complex. Today, it’s also happening in a more competitive and cost-sensitive environment for many investment firms. Market volatility, ongoing fee pressure, and…

Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients

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Customer reports provide insights and transparency around performance. Creating them can be time-consuming for portfolio managers. Errors are common, and most require manual processes, using spreadsheets and other external sources.…

How To Maximize Efficiency With SaaS and AI

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Investment firms rely on technology to operate optimally and efficiently. To do this at scale, improve automation, and be able to gather insights from data, more organizations are turning to…

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