Spearhead capability
From data to delivered report — automatically, every cycle.
Factsheets, performance, ESG, and regulatory reporting — generated on schedule, on infrastructure you own.
The problem
Manual reporting doesn't scale — and outsourcing it costs you control.
Reporting cycles pull senior people away from real work. External platforms reduce the manual effort but hand your data and your process to a vendor you pay forever. As you add funds and share classes, both problems compound.
What we build
An owned, end-to-end reporting pipeline
- Step 01
Data integration
Connect your existing sources — spreadsheets, document stores, and market data — into one reliable layer.
- Step 02
Reporting engine
A structured Power BI reporting layer that calculates and presents performance, holdings, ESG, and regulatory metrics.
- Step 03
Automated output
Generate branded, compliant PDFs and outputs on schedule — monthly, quarterly, or on demand.
- Step 04
Scaled across the book
Roll the templates out across every fund and share class, so new products plug straight in.
Proof
Proven at a leading Zurich investment foundation
- Situation
- The foundation relied on an external data provider that was underdelivering, and wanted its reporting brought fully in-house.
- What we did
- We built the factsheet and performance templates, scaled them across 39+ funds, and automated monthly PDF generation from refreshed data.
- Result
- A reporting process that ran over multiple manual days became near-automated — owned entirely by the institution.
How an engagement works
Audit → Template build → Scale → Automate
- 01
Audit
We map your reporting and data workflows and pinpoint the highest-impact automation.
- 02
Template build
We design the reporting templates to your standards.
- 03
Scale
We extend across every fund and share class.
- 04
Automate
We wire up scheduled, hands-off generation and hand it over to you.
FAQ
Reporting automation, answered
- What kinds of reports can you automate?
- Fund factsheets, performance reporting, holdings, ESG roll-ups, and regulatory output — anything driven by structured data and a stable template. We generate branded, compliant PDFs and outputs on a monthly, quarterly, or on-demand schedule.
- How is this different from an external reporting platform?
- An external platform reduces manual effort but keeps your data and the format of your reports inside a system you pay for indefinitely. We build the same capability inside your environment, so you own it and can change it yourself.
- How long does a reporting build take?
- It depends on the number of templates and data sources, but the pattern is consistent: audit, build the templates to your standards, scale across funds and share classes, then automate scheduled generation. Each step is a working deliverable, not a milestone on a long roadmap.
- What happens when a regulator changes a disclosure requirement?
- Because the templates and calculations live with you as code and configuration, you change them when you need to — you are not waiting on a vendor's roadmap.