Case Study · AI & Automation

Investment analytics Combining more timely data with configurable analysis.

Partner project by Innowise

Project profile

CustomerInvestment analytics
PartnerInnowise
IndustryFinancial services

Challenge

Daily data deliveries and manual calculations limited timely analysis. Regulatory reports required further manual work.

Solution

Automating reports and market data

The team upgraded the Bloomberg integration and added configurable stress tests. Reporting modules collect data, calculate metrics and export monthly or quarterly statements.

Technologies

Bloomberg
MySQL
PHP

Results

The described features bring market data and reporting into the platform. The source presents reduced manual effort and more efficient portfolio analysis as expected benefits.