CUSTOMER STORY Asset Manager’ s New Way of Fund Reporting Outperforms Shelley, a vice president of finance for an alternative asset manager, helped modernize financial reporting processes for several companies. Her latest transformation project: revamping the asset manager’s private fund reporting. Scalability Data assurance Three fund administrators, one platform The first time Shelley helped reimagine old ways of working, she was leading the financial reporting function at one of Canada’s largest food retailers. She was looking for a better way to compile reports rather than using desktop- based word processing documents. “Traditional tools were just not collaborative enough,” she said. “You could only have one user working on the document at a time, and it created this mass

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