Spreadsheets to go?!

To manage and control Investments, you are reliant on information from many different sources. Market data, internal and external company research, economic data and forecasts, indices, client objectives and benchmarks, portfolio positions and transactions all have to be digested and turned into your own value added analysis.

So far the only way you have found to achieve this is in the end to develop your own spreadsheets so you can look at what is important to you. This is the only way that provides you with the flexibility to get the information you need and analyse it in the way that you want. The trouble with this is that you and your team will have to maintain the spreadsheet and ensure that the data going into it is accurate and up to date.

This can be very time consuming, and there are risks with this approach in the potential of error, or that a key staff member may leave. Compliance, consultants and ultimately clients, may also have concerns as to how robust the process is.

AlphaPoint® Investment Portal

Well now there is a solution to your problems.

The AlphaPoint® Investment Portal is a solution which is solely focused on the decision support needs of investment firms. It takes information from the different sources and consolidates and integrates this into a time series database designed specifically for analysis.

The system is able to incorporate specialist financial libraries to get the best solutions to specialist valuations and risk measures for complex instruments. A flexible analytic engine then provides the power to readily perform the calculations previously best suited to spreadsheets. These include industry standard metrics such as volatility and variances, along with the ability to define your own proprietary calculations. And if this is not enough, you can still use spreadsheets but under a controlled, managed environment.

Based on Microsoft's latest technology, AlphaPoint integrates data from multiple sources, provides centralised analytics and business logic, and publishes high quality reports and ad hoc queries and visualizations, via hardcopy, Web portals, and MS Office. Through the use of recently released Excel Services, you can also control the use of important spreadsheets by hosting them on a central server.