75% Faster Financial Reporting: Custom Investment Portal

By replacing legacy systems with a custom cloud solution, a Bay Area investment manager cut their complex monthly reporting time from over a week to just a few days.

About Our Client: 

This financial services client is a Bay Area investment manager offering institutions and qualified investors access to a broad range of investments focused on superior risk-adjusted income-generating assets. Their team has decades of experience investing in mortgage-backed securities, originating real-estate related loans, as well as acquiring, renovating, and managing real estate across the country.

The Challenge: 

While servicing thousands of real estate loans to ensure repayment and simultaneously remaining compliant with ever-changing regulatory reporting requirements, the client needed a better way to streamline and automate (where possible) comprehensive data on their portfolio of investments. The solution replaces a legacy Microsoft Access database and multiple redundant database tables.

Solution: 

The final solution is an integrated payment aggregation, reporting, and investor portal. Working together, a Kinetech business engineer worked with a client financial analyst to create a cloud-based dashboard from scratch that delivers the exact capabilities they need.

Results: 

Within a matter of days, the Kinetech team was able to deliver a working prototype and launch the full application after a month of development. The result has created significant efficiencies across the client's business. Most notably, the end-of-month reporting now takes a few days for generation and verification versus a week or more using the old processes.