Real Estate Portfolio Analytics & Reporting

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A financial institution wanted to do away with their massive spreadmart used to manage a large portfolio of real estate assets. They also wanted to end their reliance on the “gate keeper” who generated ad hoc reports in response to requests from decision makers.  The result was a solution that:

  • Supports decision making aligned with corporate goals
  • Analyzes assets by type, geography and size
  • Identifies risky assets and opportunities to maximize property mix


Technologies: SQL Server, PowerPivot   Industry: Finance

Our Work Included:

  • Automating portfolio management
  • Integrating data from 4 different sources
  • Building summary views and portfolio snapshots

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