Optimized fund portfolios through a single pane of glass view across multiple tools and accounts
Key Challenges
The client is a top Canadian pension plan. They operated a pension plan and used multiple tools, including Excel, across multiple account platforms to manage portfolios. The client wanted to view all funds together from one single dashboard.
Our Products in Action
ElectrifAi product was able to work alongside current tools, platforms and data sources to access data. Dashboard developed to track the performance of funds and how it affects their decision-making around investment returns. Made information readily available to users with user identity and access management.
Business Impact
Fund visibility across multiple sources in one place
Save time, easy to flag opportunities quickly
Information security with user IAM controls
Fund visibility across multiple sources in one place
