A Turnkey Solution for All Your Financial Reporting and Publishing Needs

For most investment firms, the quarterly requirement to complete a questionnaire for every investment product and strategy is a considerable investment of time and effort, as is the process of contributing to research databases and compiling RFP responses. And the time and effort required is increasing, as the number of RFIs, DDQs and client reports that a firm must complete grows every year, as does the amount of data the investment manager or marketing department must wade through. And there’s risk involved, of course; the consequences of filing late or missing an RFP can be severe.

Simply put, the manual processes for financial reporting and publishing are increasingly costly. The solution is automation of the data aggregation and publishing process. That’s where Xoriant CDi QuestionnaireHub (QHub) comes in. QHub is a centralized data hub and publishing engine that enables fund sponsors and investment management firms to more easily and effectively fulfill their reporting and publishing requirements.

Explore Our QHub Solution

Centralized Data Hub

Improve data governance through a centrally housed data repository and save time with streamlined reporting workflows.

Reporting & Publishing Engine

More efficiently utilize resources through process automation and deliver more accurate reports through data quality checks.

Content Management

Works directly with source data and supports any document, web form and program.

Value to You

Save time

More efficiently utilize resources

Deliver more accurate reports

Learn performance correlations

  • “Xoriant CDi’s open platform and customizable workflows were ideal for our unique needs. Xoriant CDi created a Master Data Directory to centralize and standardize global reference and personnel data and to enable effective synchronization of financial information across key business applications.”
    Head of Basel Projects, Large U.S. Bank
  • “Xoriant CDi continues to be a true solutions provider to my firm. As a partner they never lose sight of critical data elements as the project rolls into steady state.”
    Chief Data Governance Officer, Financial Services Firm
  • “In the course of an intense due diligence and performance reporting process, Xoriant CDi provided accurate and insightful analysis on a quick turn-around while showing creativity and resourcefulness in overcoming challenges.”
    Lead Project Manager, Global Investment Bank

Know Us

Financial institutions trust us to deliver end-to-end: data management & governance services and solutions combined with big data, analytics and IT services.

Engage With Us

  • Need to automate data aggregation and publishing?
  • Looking to speed up data reporting workflows?
  • Want a way to keep data secure and centralized?

Learn From Us

  • Learn how to overcome challenges in gathering information from investment managers
  • Watch a demo of data-as-a-service into action