Online
Automation

HOME > CASE STUDIES > ONLINE AUTOMATION

Features

  • Better admin controls and procedures
  • Full audit trail and history on changes
  • Centralised data
  • Correct and less error prone information
  • Cost and time savings

There are so many different ways to do the same thing in the investment space. A client of ours started off by using spreadsheets to model their solutions. The risk of making mistakes increased over time and they needed a better solution that could provide a proper audit trail.

With our online software we automated some of their tedious admin processes by importing data and spreadsheets and producing more accurate reports. Their partners can login online and get these reports instantly.

online automation