Case Study

Transforming Investment Data Management with a Smart Database Solution

Fortress is a strategic investment platform and family office with over 30 years of experience managing active investors. Focused on research and bottom-up investing, Fortress delivers customized investment strategies for long-term growth.

Fortress faced the challenge of digitizing its products to replace the extensive data previously managed in Excel sheets for various invested companies. Additionally, a smart data lake was required to efficiently handle the ever-growing datasets. Furthermore, the system needed to establish a single source of truth, ensuring that only authorized users had specific access to the data.

The Josh Edge

We developed a smart database that securely stores both historical and projected financial data for various companies. To streamline operations, we implemented automation that allows for seamless synchronization of data from spreadsheets into the smart database, significantly reducing manual efforts and minimizing errors. Additionally, we created an analytics tool on top of the smart database, empowering research analysts with advanced trend analysis and real-time alerts. Key implementations included:

Smart Database Development: Built a secure database to house historical and projected financial data for companies.

Automated Data Synchronization: Implemented automation for seamless data transfer from spreadsheets, reducing manual efforts and errors.

Analytics Tool for Analytics: Developed an analytics tool that provides research analysts with advanced trend analysis and real-time alerts.

Deliver Real Value

Automated Reporting and Alerts: The smart data lake generates automated, predefined user-based reports and alerts for key performance indicators (KPIs), variances linked to external data, trends, hygiene checks, and quarterly updates.

Comprehensive Access Master: Implemented a robust access master to ensure the security and integrity of the data, restricting access to authorized users only.

Personalized Dashboards for Analysts: Created customized dashboards for research analysts, featuring tools for activity planning and to-do lists to enhance productivity.

Data Analytics & Intelligence

Security & Scale

Enhanced User Experience

Pipelines & Ingestion

Scalability Solution

Modernization

Fintech