Equity Automation & Reporting
Our solution was crafted to simplify and automate specific workflows within the client’s family office, particularly focusing on the valuation of equities. We developed customized automation scripts to track selected companies in the client’s portfolio, as well as those of interest. These scripts continue to collect vital data for the client, covering quarterly results, insider trading data, proxy statements, business combinations, and more. This ongoing process populates the client’s familiar database with up-to-date information. Furthermore, the reporting of this information remains automated, facilitated by a Power BI dashboard and a PowerPoint presentation that can be generated effortlessly with a simple button press, in accordance with the client’s ongoing specifications.
CHALLENGE
Managing diverse equity portfolios posed a manual challenge for the family office. Tracking quarterly results, insider trading, and business combinations across numerous companies led to inefficiencies, hindering timely decision-making.
SOLUTION
Our app introduced personalized automation scripts to smooth data collection. This automated process ensured real-time updates on the client’s familiar database, covering vital aspects like quarterly results, insider trading, proxy statements, and business combinations.
END RESULT
The family office now enjoys an effortlessly updated database and automated reporting. With a simple button press, our Power BI dashboard and PowerPoint presentation provide tailored insights, significantly reducing manual efforts. The client successfully cut more than 20% of manual workflow.