Research Management System | Document Management System
IBN offers sustainable Document management services into Research Management System
IClient is a family holding company with investment interests spanning real estate, public markets, hedge funds and private equity. Client is using Code Red (RMS) application for storing and documenting all the Fund Reports, DDQs, Presentation etc. as per the File categorization to easy the access of reports and documents in near future for their internal team and updation of exposures & top holding data for their research activities.
Client was not able to upload the files in RMS in a timely fashion and Updated information was not available to investment analysts for Risk & research analysis.
IBN solution to client:
By utilizing IBN fund back office service:
The services delivered by IBN resulted in the following way: