Respond to new investment needs, gaps in automation, and improve controls. Remove reliance on spreadsheets and key person risk.

Streamline data extract, transform and load functions through automation.

Eliminate manual repetitive tasks and empower your teams to add value.

A growing boutique Australian fund manager with multiple service partners needed to streamline data flowing to their middle office.
The solution removed reliance on spreadsheets, cutting the time to produce clean data, improving the control environment and liberating staff for more value-adding work.
The client gained a true data driven solution that is easy to maintain as the business grows and can accommodate changes in investment types, products or service partners.

Take control and reduce costs with right-sized risk and compliance software.

Incorporate contract database, attestation workflows and outsource oversight through an integrated dashboard driven platform.

Cost effective and responsive solutions to gaps in automation. Regulatory reporting solutions that adapt to change.

Deliver more complete and timely Trustee insight.

Collation of disparate data sources and coherent process and visibility, especially after fund mergers or acquisitions.

A leading superannuation service provider wanted to uplift service to their fund clients, improve the efficiency of their operations and address people issues associated with long hours spent processing manual data each quarter end.
The solution aligned a CoData technology partner who has an existing suite of automated tools that streamline data stagging and mapping rules. The result is a dramatic reduction in the load on staff at quarter end, faster and more robust report production, and no-code maintenance of business rules.
Full APRA reporting coverage (all forms and connection), and audit support through a record of the complete change history are additional benefits.

– Peter Drucker, American management consultant, educator, and author