Money Manager Reporting
A fee based financial investment fund holds 100’s of millions in investment assets for their clients.
A money management firm with a large client base needed to automate their client reporting without investing in systems that have extensive costs on an ongoing basis.
Building automated imports, connecting a couple systems and delivering an error free app that generates financial reports on demand for one or many clients.
ESA revamped the existing Excel spreadsheets to create a very simplistic yet complex behind-the-scenes reporting utility that has allowed the business not to increase staff count in order to keep up with their reporting requirements.