Interfaces, workflow automation, and investor drill-down
For Active Core, we implemented broker and custodian interfaces on top of i3, automated the preparation of inbound data, and created an investor drill-down down to sub-fund level.
Fast delivery from setup through go-live.
Daily time savings through automated workflows.
Integration and workflow control in one solution.
Investor drill-down all the way to detailed positions.
Initial Situation
Connecting external partners caused manual effort. Incoming files had to be converted, enriched with business logic, and turned into reliable process chains. At the same time, investor transparency needed to be improved.
Challenge
The challenge was to turn heterogeneous inbound data into reliable workflows quickly without creating a long implementation project. At the same time, operational effort needed to be reduced noticeably while investors were given deeper transparency down to a detailed level.
Implementation and Outcomes
To achieve that, we implemented broker and custodian interfaces, converted inbound files into processable target formats, and enriched the delivered information with business logic. We also automated operational workflows in i3 and created an investor drill-down down to sub-fund level.
Result
The outcome was an integrated solution delivered in a short time frame that made external data deliveries more usable, reduced operational effort, and gave investors deeper insight into their investments.
Client testimonial
Automated asset management with i3 makes our work noticeably easier.
Impact
Fewer manual handoffs
Around 30 minutes of daily operational relief
More transparency for investors
i3 live in just 2 weeks
