InvestTech Evaluates Leading BI Tools For Asset Managers

14 June 2012

InvestTech Systems Consulting, the leading Investment Technology and Operations consulting firm for institutional investment managers, recently completed an evaluation of leading Business Intelligence (BI) and Reporting vendors and their solutions for asset management companies.

InvestTech’s latest BI and Reporting Tool Review included twelve BI solutions utilized by leading asset management firms. As investment managers evolve their data management architecture and consolidate enterprise data, BI tools are being evaluated and implemented to provide historical, current, and predictive views of business operations. InvestTech’s review of BI tools evaluated business visualization and graphical capabilities, business data management, meta data, navigation, querying and analysis, report building, delivery and viewing, as well as report saving, storing and publishing. Many standard functions, as well as other unique buy-side investment manager-specific features, distinguished the platforms. The BI vendor solution analysis differentiated the vendors’ key business and technical capabilities, total cost of ownership, and overall rank of features and capabilities. InvestTech has recently leveraged this BI analysis to assist clients in identifying the strengths and challenges of the leading solutions and in selecting a tool that is a “best fit” for their needs.

Over the past 20 years, InvestTech has evaluated strategic asset management platforms for buy-side firms. In addition to BI and Reporting solutions, these reviews have included accounting systems, portfolio management, compliance and trading systems, performance measurement and attribution systems, risk management systems, data warehouses, client and management reporting systems, middleware and ETL tools, meta data tools, and outsource providers. InvestTech employs a structured evaluation approach measuring functional, technical, operational, and service components of each vendor, and aligning the solutions’ strengths and weaknesses with each client’s unique requirements. InvestTech has a long track-record of providing asset management firms with in-depth, comprehensive, cost-effective and valuable evaluations of vendor solutions for their consideration.

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