Streamline investor reporting and communications for satisfied investors

We automatically mapped all client trial balances to one chart of accounts. Reduced report creation time from three weeks to sub two hours.

Investment Management has enabled us to quickly see a more sophisticated, aggregated view of our entire portfolio. It sets us up to scale instead of trying to patch things together with other solutions.

LIHC uses Portfolio Management to aggregate and analyse portfolio data and manage risk across our investments. It’s an invaluable tool, providing us with insight we may have otherwise overlooked and enabling us to communicate with our own investors easily and transparently.

One of our primary uses of MRI investment modeling is to calculate the impact that a potential transaction would have on the existing portfolio from a balance sheet, income statement and most importantly, a return perspective.

MRI Investment Central and Investor Connect are becoming our primary vehicles for gathering and storing data related to our assets. They allow greater communication between departments and reduce the frequency of questions about individual assets.