Research Gets Simplified
Our application is designed to simplify the comparison of your holdings with industry peers, ensuring an intuitive experience for managing your portfolio. Tailored to individual client needs, it offers flexibility in data sourcing, accommodating diverse preferences and existing plans. With options to customize outputs according to specific database formats and presentation preferences, our solution caters precisely to your requirements. Additionally, direct API connections to brokers’ accounts enable seamless integration, providing added convenience and automation for our clients.
CHALLENGE
The family office, invested across multiple companies, struggled with monthly updates to peer analyses due to a wide range of firms and occasional need for extra indicators. They needed an app to auto-update daily, cover custom parameters, and offer visual reports tailored to their preferences.
SOLUTION
We developed an application specifically tailored to address these needs. The application prioritized user-friendliness and presented data visually, adhering to the family office’s preferred format. Furthermore, the application allowed for the input of custom metrics for desired companies, generating data and reports within seconds.
END RESULT
The family office found research significantly simplified, allowing them to focus on more value-added tasks, such as in-depth numerical analysis. The burden of organizing data was alleviated, freeing up their resources for more strategic pursuits.
“We knew there was potential for automating these tasks but were unsure where to begin. Cyclop Corp swiftly grasped our needs and delivered an easy-to-use solution that became an invaluable asset in our daily operations. Their straightforward yet remarkably efficient application has markedly improved our workflow, significantly boosting our productivity and efficiency.”
David Wright
CEO, Nima Family Office