Management Reporting and Business Intelligence

Get the information you need out of your data


You recognize that business intelligence reporting is a big help. You know this because you use the “canned” reports provided by your portfolio management and trading sofware packages. But they don’t answer the questions that are unique to your firm.

You know the information is there — you’re collecting the data. But you’re not able to extract the answers your firm needs.

You can rely on our business intelligence solutions to make fact-based decisions throughout your organization. We can help you easily access relevant information when you need it to better understand your business and your clients, and get a handle on issues sensitive to your compliance department.

Are a user of Advent’s APX and Moxy? We’ve been working with the databases for each for years.

Our management reporting services can:

  • –  Provide intuitive, self-service access to business information
  • –  Enable informed and rapid decisions based on reliable and real-time portfolio and trading data
  • –  Leverage your APX and Moxy data

Read how we helped one firm with their AUM reporting here.

Do you have any nagging questions you think your data can answer? Call us for a free consultation at 646-808-3103 or contact us.