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.
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Value to You
- “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