PMS Reporting Software

Need of Custom-made Reporting Software for Investment Houses

Investment houses are often posed with the challenges of reporting actual returns on the Assets Under management (AUM) so as to enable quicker decisions, better investment management and transparency in dealings. As the Investment Houses deploy a complex mix of AUM bifurcated into several portfolios and risk categories, its becomes imperative for them to report the actual picture of performance of assets and asset classes. As the Indian investment market is highly competitive with increasing risk appetite of the investors, the investment managers are compelled to identify new ideas, execute on strategies that outperform, and diversity the risk in their portfolio. It is a given that integrating the AUM performance data into the investment management process is critical to creation of winning portfolios and improving investment outcomes.

With our custom-made ERP software, you can focus on developing your portfolios and increasing the clientele while we manage your reporting aspects. Our custom-made softwares can be designed specifically for your investment workflows, wherein you are assured of saving you hours every day in the complex reporting matrix.

Benefits of our Investment Management Software:

1. Quick Start
Based on our proven track record of catering to the investment houses globally, our software offers ready-to-deploy parameters wherein you can upload all your data and start create the reports in no time. This ensures that there is no delay in reporting on account of migration. Subsequently, based upon the needs, we offer solutions for modification of the same to suit your dynamic organisation.

2.Expert Financial Advisory
We do not only provide you with the software but also have financial experts who cater to the global investment houses. With such set of world class software and financial experts, you would notice a marquee difference in our solutions.

Our financial experts also advice you on the global best practices in order to uplift your AUM reporting practices.

3. You RetainConfidentiality and Access to Software’s Data
When you get the software customised, you get to choose exactly how you’ll use it based on your organisation’s needs. Inter-alia, you retain control over the uploading, downloading and modifying data. Accordingly, the data is not transferred to any third-party and our inhouse panel of financial experts would help you with the end-to-end data management.

You decide, for example, how often to upload the data, frequency of reporting. You also don’t have to constantly be bothered by third-party availability issues. You can upgrade your custom software application at times that are convenient for you, so you can patch an issue without interrupting service.

Moreover, throughout the development process, you can pinpoint which features your users frequently use and which ones you can decommission to lower your operating costs. You can also easily add extra features to support long-term trends such as cloud solutions for remote work. Or you can tailor current features to help meet market demand, such as by migrating a legacy application to the cloud to enable online services.

4. Custom Software Development Builds to Spec
A lot of off-the-shelf software includes bloatware. Unfortunately, you have to pay for all those features you’ll never use. If you run software like this in a cloud environment, you’ll rack up excess cloud costs, since the redundant tools can use more CPU, memory and storage than you actually need.

With custom application development, you get software designed for your specific needs, suited as per global standards and enabling you to pay only for what you use. Your custom platform provides all the features you need in one place, eliminating the need to migrate your workloads from one provider to another in search of an all-in-one third-party solution.

5. Tailor-Made Software Can Be More Cost-Effective in the Long Run
Building custom software can be thought of as a one-time capital expenditure (CAPEX). In contrast, paying a recurring subscription for a SaaS solution, for example, adds to your operating expenses (OPEX). As operating costs rise, your gross margins reduce, lowering your profitability. Lower profits may mean you won’t have enough funds left over for innovation, hiring skilled employees or marketing your services to remain competitive.

Subscription fees may seem lower at first, but they can add up over time. You may also incur unnecessary costs if you have to switch providers if a program no longer supports a key functionality you need (and if the provider does not appear to have an update in the pipeline).

6. Custom Solutions Optimize Data Security

Many organizations face a harsh reality after subscribing to ready-made software: they have to trust that their sensitive data will be protected by someone else’s monitoring system. Since our softwares and data management is fortified enough and also time tested by global players, you don’t have to worry about the data fidelity issues with us by your side.

Today’s SaaS providers promise not to track your business data, but the catch is that they may need to monitor your workload for “security reasons”. With your own solution, one of the main custom software benefits for your business will be that you can implement specialized data security protocols, access permissions, best practices and accountability processes to optimize your cyber security.

7. Custom Software Makes It Easy to Integrate With Other Solutions
Because off-the-shelf solutions are invested in keeping you on their platform, you may be limited by the number or the scope of the integrations you can have with them. As a result, the possibility exists that you won’t be able to use a vital integration if your current provider offers a competing product.

That’s why one key advantage of custom-built software is getting a solution that can integrate with any tool you need to run and grow your business.

8. Custom Software Can Be Easier to Learn, Operate and Troubleshoot for Your People
Custom application development follows your existing policies and procedures. As a result, you shouldn’t have to spend a lot of time or money training and onboarding your users.

And, because your users are already familiar with your systems, they should know what to do when performance, usability or other problems arise that could degrade the user experience or lead to a service outage.

9. You Get Personalized Support
Off-the-shelf software is produced for a larger audience and its makers typically have many customers and little knowledge of how your organization uses their software.

Having many customers means they may not respond quickly to technical issues you encounter. It is also possible that, if you can reach them, they won’t know what caused the issue – or how to solve it – as they may be unaware of how your unique business processes interact with the program.

Custom-built solutions, on the other hand, can be tailored to your business model, IT environment and workflows. Since developers understand how the solution relates to your business, they’re more likely to be able to quickly identify the root cause of an issue. As a result, you’re better able to provide services continuously, rather than losing business due to extended service delivery issues or outright outages.

10. Breaking Down the Benefits of Custom Software Development
We’ve noticed a pattern over the years based on our experience with the global players.

Clients often tell us they were initially reluctant to build custom software from scratch because they assumed they’d have to first hire an entire software development team full-time and pay them well to keep them in-house.

Of course, what they quickly learn is that this type of investment is entirely unnecessary. It’s much more economical and productive to work with our reporting software that can offer a team of vetted, experienced and on-demand financial experts and engineers who know how to build cost-effective software.

Using their experience lets you solve your technology challenges without hiring a full-time staff, while also gaining the benefits and advantages of custom software.

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