ON-DEMAND REPORTING
PROBLEM
Portfolio Managers at an East Coast hedge fund needed information about securities sourced from multiple applications. This was repetitive, frustrating and time-consuming and could lead to missing data and lost opportunity.
SOLUTION
The RT Bot running on Symphony reads message requests and returns the appropriate report to the user. We worked with the client to establish an easy-to-use, standard message format that returned the precise information required for different requests. RT Bot handles simultaneous queries from multiple users and accesses all data available to the firm.
OUTCOME
PMs use requests to manage their investment process and receive consistent information to improve decision making.Management accesses data usage as part of the cost optimisation programme.Compliance monitors the consistent delivery of the investment process.
The RT Bot for Symphony, Teams, Slack, WhatsApp, Alexa and more
