Reporting and Automation
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How we assisted a Hedge Fund in visualizing trends & KPIs for investment strategies and tracking the performance of portfolio managers
The Context The client, a Hedge Fund, wanted the TresVista Team to create a data
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How we helped a global Investment Holding corporation to build a financial statement reporting and operating model automation tool
The Context The client, a global Investment Holding company, which manages various portfolio companies, used
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How we assisted a Hedge Fund to automate their monthly fund summary report
The Context The client, a Hedge Fund with ~$700 million in assets, wanted the TresVista
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How we helped a Real Estate Investment client in preparing Automated Data Governance reports
The Context The client, a Real Estate Investment Management firm, wanted the TresVista team to
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How we helped Human Resources develop an automated process to send Offer Letters
The Context The Compensation and Benefits team wanted the TresVista team to develop an automated
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