Posts Tagged ‘reporting’

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the foundational work companies should have already completed. By now, you should have a program in place that covers the following work streams: Engage Report Filing […]

In our new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. While you can check out the full guide here, the snippet below shares some of deadlines that the new rules present. Form N-PORT If you are a larger entity with net […]

Power Bi is a business intelligence cloud service tool that provides interactive visualization with dataware house capabilities. Mongo DB is a free and open source No Sql database which uses JSON like documents. It is document oriented mainly used for data requirements which is continuously evolving. Now PowerBi has the option of viewing MongoDB data for […]

The strategic vision of the manufacturing and automotive treasury function is to deliver efficiency, control, and scalability. The logical structure for this transformation includes several key components: business events, centralized demand deposit accounts with banking connectivity, and a reporting data warehouse. A comprehensive finance and treasury transformation program can help improve cash and liquidity management, […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares the rules’ objectives and expectations. The SEC wants to improve: The quality of information that funds report to the Commission The Commission’s risk monitoring and oversight, examination, […]

In an effort to increase transparency, the Securities and Exchange Commission (SEC) has adopted new rules and amendments, called Investment Company Reporting Modernization Rules, which require registered investment companies to modernize their reporting and disclosures. While many investment managers have started their journey towards compliance, others have struggled. The new requirements can be daunting for […]

For those in the Detroit area, the Perficient office in Livonia is hosting the SouthEast Michigan Atlassian User Group (AUG) on April 24th.  The SouthEast Michigan AUG meets the last Tuesday of every other month for the 2018 year.  The AUG commonly meets in the Livonia/Detroit Perficient office for the Tuesday evening event, followed by […]

🕙 It’s almost time!     In just under a week, on April 24th, I will be presenting at the next Ask the Community Expert session about AEM Content Reports. I previously covered AEM Content Reports in my post New From Perficient Digital: Content Reports in AEM. This webinar will go deeper and show you […]

Sitecore PowerShell Extensions (SPE) is such a great tool that I now consider it a fundamental part of any Sitecore solution. Among other uses, it excels at reporting and task automation. For example, when a Sitecore content tree balloons to 100,000+ items, writing efficient reports and automating tasks become critical to managing the madness. With that […]

Recently I had to build a report in Sitecore to show the latest updates done on the content tree of a Sitecore instance and had to determine which users made those changes. One of the other important things on this report was the ability to have content authors generate the report from the Content Editor. If you ever need to perform such actions, the Sitecore Powershell Extensions (SPE) module is probably your best bet.

Business intelligence (BI) technologies enable wealth management firms to analyze raw data, with the goal of improving decision making, enhancing client relationships, increasing operational efficiency, and adhering to legal and regulatory compliance mandates. A properly designed BI framework can provide financial services companies with a rich, intuitive user interface that enables business users to run […]

There are many considerations when it comes to the development and operation of a business intelligence (BI) program, especially when it is specific to certain sectors of the financial industry like wealth management. Nonetheless, there are several fundamental beliefs wealth management firms should embrace as they pursue their BI efforts: BI is a powerful tool […]