Data Reporting Re-designed

Pinnacle has changed the way Investment Managers consume data.  Instead of the plain vanilla spreadsheets and PDF reports, Pinnacle puts data in your hands so that you have the power to visualize any aspect of you Fund’s operations.

Our completely integrated solution links our SQL Server database and applications with the powerful visualization features of Microsoft PowerBI to deliver an experience unlike any other in the fund services industry.  This enables Investment Managers to quickly get the data they need so they can focus on delivering results to their investors.

Some of the key features of Pinnacle Power:

  • Inception to date information delivered on demand.
  • Precise IRR calculations across any security grouping or investor.
  • Fully consolidated reporting across multiple vehicles.
  • Powerful drill-down capabilities into underlying data.
  • Secure delivery, automatically refreshed, with real-time data.
  • Access to underlying data in a logical layout with secure end-to-end data protection.
  • Delivery of dashboards in HTML, PDF, PowerPoint and Excel.
  • Complete customization of reports and visualizations to suit each client’s needs.

 

Please contact us to see how you can leverage Pinnacle Power to enhance your firm’s reporting capabilities.