Portfolio Management FP&A
Customizable quickstart solution
Elevate the FP&A Controllers Role with our quickstart cloud-based solution
Elevate the FP&A Controllers Role with our quickstart cloud-based solution
This customizable solution enhances many controller-specific tasks that allow to empower Portfolio Management financial leaders. Here is a list of some main features:
In our pursuit to empower financial leaders and based on our strong expertise with financial institutions and portfolio Management compagnie, Globalsult developed a cloud-based ready to deploy application using IBM Planning Analytics tool.
Average AUM
Seamlessly chart the trajectory of assets under your stewardship, allowing for strategic financial planning.
Average AUM with Management Fees
Deep dive into the interplay between fees and asset growth, directly impacting profitability and forecasting.
BPS
Enhance your understanding of basis points to finetune financial performance analytics.
Portfolio Count/Open/Close
Oversee portfolio dynamics with unmatched precision, aiding in resource allocation.
Workforce by Billion of AUM
Strategically align your human resources with AUM scales to maximize efficiency.
Average Cost per Investment
Sharpen your oversight on investment outlays and expected returns.
Productivity Ratio
Measure team efficiency and adapt strategies for peak performance.
Portfolio Ratings & WARF
Stay a step ahead in risk management, ensuring your portfolios' health aligns with institutional objectives.
... and that's just the tip of the iceberg!
Globalsult business intelligence partner
Why Globalsult?
Over the years, Globalsult has developed specific and recognized expertise in IBM and Microsoft analytical suites around which we build our tailor-made solutions.
We believe that this will not only streamline your operations but also magnify the strategic value you bring to your organization:
Quick Budget & Forecast Setup
Say goodbye to tedious setups. Our tool enables multi-currency budgeting and forecasting in a matter of moments.
Effortless Multi-Year Planning
Utilize yearly projections as a baseline, making it a breeze to set up plans spanning multiple years.
Scenario Testing with Sandbox
Delve into "what-if" scenarios without disrupting your main planning environment. Our sandbox feature allows for in-depth scenario analysis, giving you the foresight you need.
Version Control
Work on different iterations of a budget or forecast simultaneously, and effortlessly replicate them with our intuitive version copying feature.
Historization Process
Ensure the integrity of your plans. Once you finalize a version, it's frozen in time, preventing accidental modifications and preserving data accuracy.
Shift Focus to Analysis
Spend more of your valuable time gleaning insights from your data, rather than being mired in its production.
Real-time, Multidimensional Data Analysis
Benefit from our unparalleled, in-memory database and calculation engine built on TM1 technology. This ensures you're always working with real-time data, offering a multidimensional view of your financial landscape.
GLOBALSULT PARTNER IN BUSINESS ANALYTICS
Why Globalsult?
Over the years, Globalsult has developed a specific and recognized expertise for the analytical suites of IBM and Microsoft around which we build our tailor-made solutions. Contact us to chat with one of our advisors, or to get a free evaluation.