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Hear directly from Built Asset & Portfolio Management user, RWC Lending, on why they chose Built to help them track, analyze and manage their portfolio. Listen to their story and see how we can automate your workflows & drive insights for commercial real estate deals! https://lnkd.in/ecfUGNWY #realestate #portfolio #assetmanagement #softwareintegration #Excel #RWC #Built

According to Cerulli Associates 61% of financial advisors plan to prioritize model portfolios over funds of funds, which is largely driven by the ability to offer greater value and increased customization. With Jacobi’s model management capability, wealth and asset managers can more efficiently scale, customize, and optimize portfolios in line with client goals. #ModelPortfolios #MPS #WealthManagement #PortfolioOptimization"

Fidelity Managed Portfolios adding three new liquid alternative strategies. Ilan Kolet, institutional portfolio manager, outlines the strategy behind the addition of liquid alts and the benefits they may provide to Fidelity Managed Portfolios. Watch the full video: https://ow.ly/JSRq50RHli9 #FidelityCanada

Optimise your quarterly reporting process! How efficient is your quarterly reporting process? If you're heavily reliant on too many manual processes, there's an opportunity to streamline your reporting while also ensuring more consistent and accurate results. CFGI recently delivered streamlined reporting performance for a global PE fund with ~$350 billion AUM. Check out their experience with business intelligence, fund management, and business transformation. Link: https://bit.ly/3ZnFtZF #CFGI #PrivateEquity #BusinessIntelligence #FundManagement #BusinessTransformation #Financialreporting

Fidelity Managed Portfolios adding three new liquid alternative strategies. Ilan Kolet, institutional portfolio manager, outlines the strategy behind the addition of liquid alts and the benefits they may provide to Fidelity Managed Portfolios. Watch the full video: https://ow.ly/61sM30sCzRb #FidelityCanada

In our latest blog (https://hubs.ly/Q02GfbGc0) explore how automation not only addresses the most common asset pricing challenges but can unlock new levels of efficiency and insights for funds and #assetmanagers. #buyside #assetmanagement #hedgefunds #valuation #assetpricing #financeforward #blog #readnow #portfoliovaluation #automation

As part of our constant drive to innovate and elevate our fund services, we're thrilled to unveil our latest technology-focused initiative designed to enhance your experience with our private credit fund management. Delivering Meaningful Portfolio Data: Our new software aggregates portfolio data effortlessly, streamlining your workflow and simplifying decision-making processes with clear and comprehensive insights. Automating Financial Tracking: Say goodbye to manual tracking! Our solution automates financial tracking, enabling precise deal-level analysis and real-time fund performance monitoring. Seamless Integration & Scalability: Handle complexity with ease! Our scalable software effortlessly manages growing volumes of credit fund data, ensuring we meet and exceed your evolving needs. Risk Management & Compliance: Security and compliance are our top priorities. Our robust tools fortify risk mitigation efforts and align with regulatory compliance, building and maintaining your trust. Transparent Reporting & Improved Investor Relations: Enjoy comprehensive, intuitive reporting that strengthens investor relations and enhances transparency, reflecting our commitment to clear and open communication. Gen II Fund Services is here to redefine excellence in fund administration, leveraging advanced technology for a more efficient and transparent future. Have questions or need more information? Reach out to us! #GenIIfundservices #innovationinfinance #privatecredit #techinfinance #FundManagement

⚠️ Time to stop using Excel for fund distribution waterfalls ⚠️ Since 2018, we've been helping to eliminate an industry-wide problem with #privatefund operations. ✅ Transform your LPA terms into logical waterfall steps ✅ Separate the data from the logic ✅ Integrate with fund accounting systems seamlessly ✅ Guaranteed accuracy and reduced risk Book a demo to see how we achieve better outputs and better outcomes for GPs, LPs and Fund Administrators. #privatemarkets #privateequity #fundadministration #waterfallcalculation #fundaccounting #fundmanagers #cfo #investops #fundoperations

What role does automation play in assisting Heads of Pricing & Valuation?