A web based platform for equity firms to manage security tax entities for their portfolio companies and perform financial analytics based on historical data
Client: Grandview Analytics is a Chicago-based professional services firm that exclusively serves the financial industry. It provides project-based consulting resources to solve complex business process, data management, and technology challenges for banks, investment managers, financial technology firms, and financial service providers.
Challenge: The challenge was to provide a web based platform to equity firms and portfolio companies to capture their tax, metrics and aims data in order to provide operational advisory, data strategy, & analytics for the financial industry.
Solution: SSI in collaboration with Grandview Analytics, developed a platform to provide financial analytics for the security tax entities and aims data. Grandview Analytics offered business logic consulting while SSI engineered the platform. Viewone has been designed to accommodate multiple users/roles:
- EI User: EI user has the ability to add records to request financial reports from a portfolio company. It then approves the data submitted by a portfolio company.
- PC User: Portfolio Company user create entities and submit security tax model compromising of capital information, change in ownership and legal summary against the date requested by EI.
- EI Super User: EI Super user compromises the role of EI and additionally able to manage system users.
Results: With the help of this platform a firm can request and maintain security tax data of their multiple portfolio companies and can generate financial reports. The application helped improved the data strategy, & analytics for the equity firms.