REPORTING AND PORTFOLIO ANALYTICS

We believe that the true measure of a system is how easy it is to get data out – not how easy it is to get data in. With this in mind, AltaReturn was quite literally built around our dedicated Business Intelligence data warehouse solution. This purpose-built database is complemented with a suite of industry standard tools, technologies and standard reports to ensure you focus on emerging trends and business critical data.

KEY FEATURES

  • Live Dashboards
  • Combine data from multiple sources & asset classes
  • Suite of standard reports
  • Rich visuals to allow you to spot trends
  • Single view of your key business data
  • Ad-hoc queries with drill-through
  • Push – button financial statements
  • Fully featured & extensible Calculation Engine
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DESCRIPTION

We are truly passionate about Reporting & Business Intelligence and while most firms get the data they need to compile vital performance reports and statistics by combining disparate programs and sources, we believe it is no way to run a highly-complex financial business.

AltaReturn utilizes the latest technologies from Microsoft to collect, consolidate and report on every aspect of your business. Our flexible and purpose – built data warehouse, at the core of our offering, seamlessly collates data from across your firm.

AltaReturn’s Business Intelligence transforms your information into rich visuals for you to focus, analyze and act upon. Charts and dashboards provide graphical representations to help you identify trends and see the bigger picture at a glance. Reports provide you with data for both operational and strategic analysis.

We have a suite of tools to cater to all of your reporting needs – whether it is that familiar Monday morning report, investor notice, investment schedule, portfolio analysis, financial statement, investor query, audit report or enterprise dashboard – you need the right tool for the job. That is why AltaReturn comes with point and click end-user query tools with full drill through capability, a Microsoft Excel add-in for creation and inclusion of Excel models with integrating data from the data warehouse, Microsoft Power BI analytics service, a full financial statement generator, and SSRS & SQL.

Functions by client focus

  • Microsoft Technology built on top of SQL Server and SQL Server Reporting Services (SSRS) industry strength market recognized technology
  • Incorporate data across multiple asset classes for a comprehensive view of your business
  • Anticipate and track trends with KPI dashboards
  • Dynamic calculations of key measures (e.g., IRR, TWRR, multiples)
  • Power Reporting easy to use for both ad-hoc querying as well as reporting needs. Provide point and click report development with all the same powerful click through capability
  • Calculation engine dozens of built-in calculations for your use including IRR, TWR, ROI as well as Monte Carlo simulation and Capital Market calculations. The engine is extensible and has audit capabilities
  • Build once deploy anywhere because of the native integration between SSRS, SharePoint, Power BI and Dynamics. Reports can be delivered anywhere from the Web portals to CRM, Fund Accounting or even Microsoft Outlook
  • Microsoft Technology built on top of SQL Server and SQL Server Reporting Services (SSRS) industry strength market recognized technology
  • Anticipate and track trends with KPI dashboards
  • Dynamic calculations of key measures (e.g., IRR, TWRR, multiples)
  • Power Reporting easy to use for both ad-hoc querying as well as reporting needs. Provide point and click report development with all the same powerful click through capability
  • Calculation engine dozens of built-in calculations for your use including IRR, TWR, ROI as well as Monte Carlo simulation and Capital Market calculations. The engine is extensible and has audit capabilities
  • Build once deploy anywhere because of the native integration between SSRS, SharePoint, Power BI and Dynamics. Reports can be delivered anywhere from the Web portals to CRM, Fund Accounting or even Microsoft Outlook
  • Microsoft Technology built on top of SQL Server and SQL Server Reporting Services (SSRS) industry strength market recognized technology
  • Incorporate data across multiple asset classes for a comprehensive view of your business
  • Dynamic calculations of key measures (e.g., IRR, TWRR, multiples)
  • Power Reporting easy to use for both ad-hoc querying as well as reporting needs. Provide point and click report development with all the same powerful click through capability
  • Calculation engine dozens of built-in calculations for your use including IRR, TWR, ROI as well as Monte Carlo simulation and Capital Market calculations. The engine is extensible and has audit capabilities
  • Build once deploy anywhere because of the native integration between SSRS, SharePoint, Power BI and Dynamics. Reports can be delivered anywhere from the Web portals to CRM, Fund Accounting or even Microsoft Outlook
  • Microsoft Technology built on top of SQL Server and SQL Server Reporting Services (SSRS) industry strength market recognized technology
  • Dynamic calculations of key measures (e.g., IRR, TWRR, multiples)
  • Power Reporting easy to use for both ad-hoc querying as well as reporting needs. Provide point and click report development with all the same powerful click through capability
  • Calculation engine dozens of built-in calculations for your use including IRR, TWR, ROI as well as Monte Carlo simulation and Capital Market calculations. The engine is extensible and has audit capabilities
  • Build once deploy anywhere because of the native integration between SSRS, SharePoint, Power BI and Dynamics. Reports can be delivered anywhere from the Web portals to CRM, Fund Accounting or even Microsoft Outlook
  • Microsoft Technology built on top of SQL Server and SQL Server Reporting Services (SSRS) industry strength market recognized technology
  • Anticipate and track trends with KPI dashboards
  • Dynamic calculations of key measures (e.g., IRR, TWRR, multiples)
  • Power Reporting easy to use for both ad-hoc querying as well as reporting needs. Provide point and click report development with all the same powerful click through capability
  • Calculation engine dozens of built-in calculations for your use including IRR, TWR, ROI as well as Monte Carlo simulation and Capital Market calculations. The engine is extensible and has audit capabilities
  • Build once deploy anywhere because of the native integration between SSRS, SharePoint, Power BI and Dynamics. Reports can be delivered anywhere from the Web portals to CRM, Fund Accounting or even Microsoft Outlook
  • Microsoft Technology built on top of SQL Server and SQL Server Reporting Services (SSRS) industry strength market recognized technology
  • Power Reporting easy to use for both ad-hoc querying as well as reporting needs. Provide point and click report development with all the same powerful click through capability
  • Build once deploy anywhere because of the native integration between SSRS, SharePoint, Power BI and Dynamics. Reports can be delivered anywhere from the Web portals to CRM, Fund Accounting or even Microsoft Outlook

Have any questions? Ask our experts!