IR Engine and Data Room Development

We ensure fast, effective and compliant access to information, such as performance attribution, portfolio liquidity, fund performance, investor net and gross returns, tax data, audit information and fund exposure. Our sophisticated IR Engine has the power and flexibility to meet the individual requirements from clients across the spectrum of the financial services and alternative investment spaces, including wealth managers, RIAs and asset managers.

Our systems are designed to make managing data easy and efficient, providing fast and compliant access to critical information such as performance attribution, portfolio liquidity, fund performance, investor net and gross returns, tax data, audit information, and fund exposure. For intranets, we offer features such as HR documents, internal memos, company directory, multiple location management, and water cooler talk, among others.

Data segmentation is classified into three categories - available to all (firm/company level), a group of users (funds, or any user-defined group), or specific users. Our platform can ingest data in various formats, including Excel, csv, PDF, and others, which can be automated or loaded through the admin portal. Our systems monitor data feeds and alert users to any issues or errors automatically.

Our visualization tools enable users to view data in different ways - charts, graphs, files, embedded pages, and many other options. We have a team of expert developers who can customize processes to meet specific requirements, ensuring that our clients get precisely what they need.

We take pride in providing our clients with unparalleled support. Our help desk provides timely assistance, ensuring that our clients receive the support they need to achieve their goals. At Ovis, we offer cutting-edge solutions that meet our clients' specific needs, giving them a competitive edge in the marketplace.