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
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 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 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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