Consolidate and visualise your funds with

During this webinar we will focus on the pains fund managers face to consolidate information across multiple data sources and how to produce a faster, more effective process for visualising the ongoing performance of your funds.

You will learn how to:

  • Understand your company's entire portfolio of funds through intuitive and editable visual representations
  • Generate sophisticated waterfall distribution and dividend payout reports that drive investor confidence
  • Drill down on the data points to understand the "who, when, where and what" that impact your results
  • Generate custom formulas on KPIs to achieve your precise performance analysis requirements


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