SS&C PORTIA Launches Explorer for Customized Reporting

We are pleased to announce the release of Explorer, a powerful data visualization and analysis tool that turns critical investment data into meaningful information.

Part of the SS&C PORTIA platform, Explorer enables asset managers to easily interact with portfolios, securities, holdings, transaction details and performance data. Users can integrate and visualize data from their investment accounting system, through grid and pivot views, providing data access to operations teams, investment professionals and other key stakeholders.

“In an increasingly regulated and competitive environment, we know that investment managers need unprecedented visibility into their data. Each firm has specific reporting requirements and with Explorer, we enable firms to visualize and compare investment information,” says Christy Bremner, Senior Vice President and General Manager, SS&C. “Explorer’s simple and intuitive design empowers users to look at their data in a flexible, configurable and customizable format that is easy to pivot and manipulate.”

Instead of running multiple reports to view different data configurations users can quickly compare streams of information in one dataset, pulling data from multiple sources to view side-by-side. These efficiencies enable asset management organizations to gain a holistic view of their business, focusing more on strategy and less on operations.

The views expressed herein are those of the author and do not necessarily reflect those of SS&C.

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