Being an investment manager, it is important to maintain an overview of your investments, however, the challenges of managing and controlling investments, exposures and risks have never been greater.
In particular, administration and compliance tasks are often draining assignments that take precious resources away from business development activities. For example, accounting and reporting can take an exorbitant amount of time without a proper setup. It’s not uncommon for the process of generating annual financial figures to take several weeks, especially if you work with shadow IT or other types of systems not integrated or automatically updated.
The challenges increase exponentially as the complexity of investment opportunities grows year after year.
Fortunately, scalability becomes much easier with an efficient, modular investment management solution like PORTMAN. In reality, reporting can often be reduced to 1-2 days, meaning you can quickly and easily implement new modules or invest in new asset classes without it demanding significantly more of your time; and that internal cost can then be spent on generating revenue and growth rather than maintaining heavy manual processes.