Investment Data Warehouse and Portfolio Management Reporting
ExfInsights investment data warehouse is built for data consumption, audit, and integration with BI tools. Our Data Warehouse offers to look through Product/Funds and Derivatives as well as AUM aggregation without double counting. Low cost of operation as database spins down and up based on usage.Automation of Trade-break reporting
Generate Mark-To-Market statements
P&L reporting, comparison, analysis, and NAV calculations