An US-based PCR Insights WM customer has been getting a daily data feed from PCR Insights for many years. This datafeed contains most of the WM’s liquid investments. However, they have never been able to reliably calculate short term and long term realized gains.

Brazilian MFO (heavy on Alternative Investments) whose data arrived in non-electronic formats such as PDFs struggled to get data out of them in an automated fashion

Chicago-based Multi-Family Office’s data visualized in their GL system

Singapore-based MFO was delivered a Centralized Data warehouse, and a Single sign-on tech. was connected to their in-house built front-end client portal

Boston-based Multi-Family Office Project results in Overnight Scalability

US-based WM needed their client data synced across two different CRM systems and one PMS system and put into a centralized data warehouse

Alabama based WM received normalized data warehouse for all holding company and related entity data so that they could unlock insights from all of their disparate data

Dubai SFO Delivers Real-Time Reporting