Case Studies


Business Use Case : Backup NAV within Best Practice Oversight Operations

27th November 2017

Company: Milestone Group
As a Fund Manager, find out how you can assure timely, accurate NAVs within industry best practice oversight and without shadow accounting, by using pControl Backup NAV. read more

How a Large Fund Manager Achieved Global Oversight of Service Providers

27th November 2017

Company: Milestone Group
This case study explores how a leading asset management firm based in Europe overcame challenges for its oversight processes after the acquisition of a competitor. read more

Service Provider delivers Cutting Edge Customization for Institutional Investor

27th November 2017

Company: Milestone Group
Read how a securities services provider helped their institutional investor client build innovative multi-asset investment options for their DC plan, including a specially-blended, complex white label options that utilize ‘open architecture’ investments. read more

Investor Services Firm doubles client base and cuts operational headcount by 30%

27th November 2017

Company: Milestone Group
Read how this this premier Investor Services Firm who performs a broad range of asset services, including custody, accounting and ‘middle of­fice’ services, helped their clients to deliver innovative investment solutions while doubling its client base and reducing operational headcount by 30%. read more

Case Study: Portfolio and Partnership Accounting Software - Single Family Office

24th October 2017

Company: FundCount
FundCount's integrated portfolio and partnership accounting software brings greater visibility and efficiency to the Lupton single family office. Download the case study to learn more. read more

Case Study: Partnership and Portfolio Accounting Software - Fund Administration

28th September 2017

Company: FundCount
FundCount's integrated portfolio, partnership and general ledger accounting software provides Beacon Fund Services with an easy-to-use system for all their accounting and reporting needs . Download the case study to learn more. read more

A Case Study for Asset Manager: Old Mutual Global Investors

27th September 2017

Company: CloudMargin
Old Mutual Global Investor implements CloudMargin for added oversight of outsourced collateral management solution. Leading asset management firm, Old Mutual Global Investors (OMGI), was looking to enhance, streamline and most importantly automate its middle-office process. In particular, the firm was carrying out part of the collateral management... read more

Online to Offline Attribution: A case study

7th September 2017

Company: Fospha
As a business that still utilises offline engagement channels, our client relies heavily on their monthly direct mail letters to help them acquire more leads. It was therefore imperative that they gained visibility of their entire end-to-end customer journey, so that they could easily identify if direct mail performed well as a customer... read more

Data Consultancy Case Study - Risk Modelling for a Loan Firm

22nd August 2017

Company: Fospha
Our client, a leading loans company, was looking to improve the way their lending works and, in particular, to improve the way they assessed their credit risk. They additionally wanted to increase conversions on their forms, and understand at which points visitors were dropping out. Fospha's data consultancy team therefore created a bespoke model... read more

Sanctions for Payments

16th August 2017

Bringing Transaction-Based List Management to the Next Level. read more