Compliance Reporting Tool

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Project Information

    • Project Name : Compliance Reporting Tool
    • Category : Microsoft SharePoint
    • Client : NDA
    • Country : UK
    • Skills : SharePoint

Compliance Reporting Tool

A leading asset management firm was looking for a user-friendly approach for uploading the mutual fund's scheme related data into the system, the existing approach being too much time consuming due to the complex format of excel files to be uploaded. Also, they were looking for email subscription and e-mail campaigning in Sitefinity for scheme related information like daily NAV, Scheme Performance, Market Insight…etc.