Goal/Problem:
Take a manual reporting process and automate it so that investors receive auto-generated statements on their investments when adjustments are made by the firm.
Solution:
We implemented custom objects to track funds, investments, and the flow of capital in and out of funds managed by the firm. Once the transactional data is entered by the firm, they can utilize list views to mass generate and send statements to their investors with RS Documents.
Automating the complex calculations and statement generation streamlined the process so that what once took days now takes minutes. We specialize in automating bottlenecks like these in a simple and repeatable fashion.