Optimized fund portfolios through a single pane of glass view across multiple tools and accounts
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.
Solutions
ElectrifAi solution 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.
Outcomes
Fund visibility across multiple sources in one place
Save time, easy to flag opportunities quickly
Information security with user IAM controls
The front-end dashboard allowed users to keep track of funds directly, allowing for optimized use and flagging opportunities. Created different classes of users to expose different levels of information.
