Providing a complete picture

Business continues to become more competitive and more complex. Globalisation, new products and services and greater client sophistication create new demands for better understanding of the business to ensure continued profitability and growth.

This has increased the demands for better information across all business functions: to analyse performance, ensure effective controls, and provide greater transparency.

In order to succeed in this increasingly complex and competitive business environment, more accessible and better targeted information on clients and products is needed, to provide a full picture of your sales, margins, revenues and costs across all clients, products and channels.

Alphapoint® Investment MI

We can help provide this with our new Management Information solution, AlphaPoint® MI, designed specifically for Investment firms. The solution supports the integration of sales, revenues and associated data across all channels and markets into a single data warehouse, so the total position can be seen for all clients and products.

AlphaPoint® Investment MI can:

• Provide Margin analysis for Sales Managers and Risk analyses for Investment Directors.
• Reconcile Assets under Management for Finance and provide KPIs for the Group Executive.

All this can all be delivered using the same consistent set of data.  Think of the time that would be saved if there were no need to manually collate data into spreadsheets for analysis. Not to mention the potential savings in IT costs you could get by standardizing on an industry leading, cost effective platform.

Imagine the improvement in the quality of the information that could be obtained through

• consistent results across the group
• faster delivery from enhanced automation
• advanced analytical capabilities, and
• increased transparency with having the facts behind the headline figures.

AlphaPoint MI provides insight into the major business and performance indicators. Based on Microsoft's latest technology, AlphaPoint MI provides reporting and analysis via Web portals, Microsoft Office and ad hoc queries and data visualisation, as well as high quality reports. You can even control spreadsheets by publishing them to a central, controlled server environment with the newly released Excel Services.

High Performance

Alpha Analytic have been successfully delivering Investment Performance solutions for 20 years for many of the largest investment firms in Europe.

We have expertise not just in the calculations and methods, but also in meeting the differing needs for performance across the organisation, and the complexities of ensuring the quality of the input data is sufficient to enable accurate reporting.

Supporting Performance for major investment firms

Alpha Analytic provide support and development on behalf of Microgen for Socrates, one of the leading investment performance systems which is used by major investment firms with assets under management of several trillion US dollars.

Based on an Oracle database with additional analytics in Java, the system provides highly automated daily equity and fixed income attribution for large volumes of investments with high quality reporting.

AlphaPoint Investment Portal

AlphaPoint allows sophisticated and flexible online analysis of performance data and delivery of interactive reporting and enquiries via a SharePoint portal. The performance analytics can be consolidated from multiple systems, including external performance system vendors, and can be integrated to provide a complete picture of performance trends and characteristics.

Daily or monthly performance data can be either be fed from external performance systems for chain linking and additional analysis within AlphaPoint, or performance can be calculated within AlphaPoint from raw holding and transaction data.