Case Study
Investment Analytics – Automating Reports and Market Data
Innowise extended an investment platform with data integrations, analytics and automated reporting.
AI-generated imageIndustry
Financial services
Technologies
Bloomberg, MySQL, PHP, JavaScript
Challenge
Daily data deliveries and manual calculations limited timely analysis. Regulatory reports required further manual work.
Solution
The team upgraded the Bloomberg integration and added configurable stress tests. Reporting modules collect data, calculate metrics and export monthly or quarterly statements.
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.