I am proud of my colleagues Tim Kent and Devin Rochford whose innovative approach helped extract data from 31 funds comprising over 700 investments and transfer it accurately and swiftly to a new portfolio management platform.

Complex investment-level information, in dozens of portfolios, contained in disparate Excel outputs, made the transfer potentially lengthy and time-consuming, with a high probability for errors. Combining our use of proprietary technology with our understanding of the source files, we programmed bots to identify and extract the specific information required into a database file in less than two hours. 

The verification of the data confirmed its accuracy and ensured stakeholders’ comfort with our methodology; we also saved the client substantial time and money

To learn more about how we helped this alternative asset manager with a platform implementation, please download our new case study.