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Expansion of fund reporting

This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.

Project duration: 3 months

Brief description

Expansion and further development of fund reporting for public and special funds of a KAG.

Subject description

A customer-specific data warehouse serves as the basis for analyses and reporting.  The publications are created in the form of product information packages (fund profiles, fund comparisons, etc.) that are made available to the sales department of the investment company as well as to private customers.  Aim: Supplying product information to serve as sales materials for an investment company.

IT project data

Project period27.11.2007 - 21.02.2008

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Björn Huppertz

Head of Financial Services

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We provide information on the handling of the data collected here in our privacy policy.