Case Study

Implementing a Dynamic Suite of Data Visualization Capabilities for a Global Asset Management Firm

Implementing a Dynamic Suite of Data Visualization Capabilities for a Global Asset Management Firm

Pages 3 Pages

A global asset management firm specializing in alternative investments needed better portfolio analysis and reporting to support decision-making. Aspire Systems implemented an Oracle BI-based application with ETL tools, interactive dashboards, configurable widgets, and an analysis framework for ad-hoc and scheduled reporting. The solution centralized portfolio data, enabling managers to slice and dice information, identify strengths and weaknesses, and automate reporting. With dedicated operational support for two years post go-live, the firm achieved a unified view of portfolios, improved analytics, streamlined operations, and enhanced client experiences.

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