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
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
How we helped a public equity firm build an automated dataset for active securities using Cap IQ screens
The Context The client, a Public Equity firm, wanted the TresVista team to create a
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
How we assisted a client in leveraging data from multiple data vendors to run company valuations
The Context The client, an investment firm, wanted the TresVista Team to add the functionality
How we helped a Portfolio Company in creating multiple marketing materials for Print and Digital platforms
The Context The client, a US-based portfolio company, wanted the TresVista team to rebrand sales
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
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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