Financial and Investment Management Case Studies

Case Studies: Finance & Investment Management Interactive visual reporting with live updates

Omniscope brings an unprecedented combination of ease-of-use, power and reach to the challenges of managing finance and investment management data in a web-based world. Omniscope is the first easy-to-use, general-purpose 'hybrid' desktop/web personal data management application with the power to manage large data sets, and the reach to integrate with web-based resources.

Omniscope is ideal for assembling, managing, reporting and publishing the large tables of data characteristic of finance and investment management.  Using the same file to gather information, perform analysis and create dynamic, interactive presentations that refresh automatically and can be sent to anyone saves tremendous amounts of time and effort.

Omniscope makes it easy for anyone to:

• integrate data from many different local and online sources (some updated throughout the day)
• define formulae to manipulate columns like spreadsheets
• quickly find patterns (and exceptions to patterns) in vast quantities of data,
• export selected rows of data as new files
• post data to suppliers of supplementary online services
• create easily-refreshed, highly-visual dynamic reports containing the data.
• Send the dynamic files to anyone, or print them as static PowerPoint or Acrobat .PDF documents

Many Omniscope features were developed with financial users in mind. For example, Omniscope's ability to export and import securities identifiers using text files makes loading, updating and reporting on securities portfolios very easy. The Bloomberg Connector enables Bloomberg subscribers to refresh data 'on-demand' and export live monitoring spreadsheets that update in real-time. Preconfigured web services links to prices and charts from Yahoo Finance, Google Finance, Bloomberg, etc. (If you would like to provide content to Omniscope users via web services links, please contact us.)

Featured Case Studies:

• Hedge Fund- portfolio selection & collateral management
• Foreign Exchange (FX) Trading- counter-party dealing history reports for traders
• Investor Relations- creating an integrated investor relations working report
• Equity Research- equity analysts' working files and client reports
• Bond Administration- consolidating/de-consolidating workflows and reports
• Financial Reporting- Streamlining end of period report creation