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 Implemented Salesforce for a Leading International Organization Case Study
Case Study

A Fund Administration Company Increased Operational Efficiency with Complex IRR Calculation Engine

Client

The client is a premier fund administration company known for its custom-tailored, high-tech services. Founded in 2012, they offer a sophisticated level of service to both emerging and established firms, helping them navigate the dynamic investment environment. They value collaboration, diversity, and are committed to employee growth.

Industry

BFSI


Region

USA

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Challenges

The client encountered difficulties managing a sophisticated “IRR calculation” engine, an essential instrument for investors evaluating their investment returns.

Despite earlier attempts to implement IRR, the system fell short of efficiency and did not fulfill expectations.

The existing system’s inadequacies posed significant challenges to the client’s investment assessment processes.

Solution

The Datamatics solution includes an advanced engine capable of calculating three distinct Internal Rate of Returns (IRR) - ‘Net IRR’, ‘Gross IRR’, and ‘Company IRR’.

This versatile engine can compute IRR for all fund-related records across various clients, serving as a comprehensive financial analysis tool.

It can be seamlessly configured to meet diverse reporting needs and dashboard preferences, ensuring alignment with each client’s specific requirements.

Impacts

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Improved efficiency and performance

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Ability to calculate three distinct internal rate of returns

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Enhanced reporting capabilities & dashboard customization

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Improved decision-making & clear view of investment returns

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