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Case study: Transforming fragmented property data into a single source of truth
A global alternative asset manager with $100bn+ in AUM
Global asset manager overseeing 100+ properties across 10+ funds, managed by multiple property managers using different systems (Excel, MRI, Yardi).
Disparate data structures, inconsistent reporting, and manual processes created inefficiencies across the entire financial data lifecycle.
The challenge
Inconsistent GL codes and property mappings across funds and managers
Repetitive manual mapping required for every data submission
Unstructured validation and review processes
Heavy reliance on Excel and manual intervention
Delayed reporting cycles and limited visibility
The solution
Centralised ingestion of multi-source financial data (Excel, MRI, Yardi)
“Map once” engine standardising GL and property structures across funds
Automated data transformation and validation rules
Structured, multi-level review workflows with full audit trails
Integrated workflows with ticketing for submission, tracking, and approvals
Seamless integration with Yardi, including automated SFTP delivery
Role-based access controls and scalable multi-tenant architecture
The results
100% automation of GL and property mapping — eliminating manual effort
>70% faster monthly submission and review cycles
Error rates reduced from ~15% to <1%
Scalable data management across 100+ properties and 10+ funds
Improved governance with full auditability and process transparency
Enhanced client servicing through a unified, multi-client platform
How can we help?
Delivering scalable, governed data management
Standardise complex, multi-source financial data at scale
Reduce operational risk through automation and validation
Improve speed, accuracy, and transparency across reporting
Enable consistent data governance across multiple funds and managers
We are dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. For over two decades, we have continually disrupted the industry through our investment in innovation and talent.
Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.