Investment Accounts Dashboards

Industry

Investment Banking

The Client

Nation-Wide Insurance and Lincoln Financial Group

The Challenge

Client needed to show the different accounts summary / total values at end of day, end of week, end of quarter, and end of year. They wanted to check the account details for any day up to the last 60 days. They also wanted to see dispositions and comparison data between any two dates. Lastly, they wanted to be able to auto-categorize the different transactions and group by that.

The Solution

We worked with the users to establish processes at their end to make sure that the data is entered correctly and completely every single day by 5pm, agree on what processes will run each day, week, end of month, end of quarter, and end of year. We created sets of code with each transaction to make sure it is filed correctly with related accounts and processes. Defined all the needed reports and how users would be able to retrieve them.

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