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Collier & Associates brand mark featuring the core services: Business Transformation; Enterprise Systems; AI-Enabled Execution.
Company Type

Mangham Associates, a $2B+ AUM multi-asset investment manager; reporting layer on the migrated LedgeX platform.

What Drove the Need

  • 42 report sets ran on disconnected legacy sources

Business Impact

  • 42 report sets consolidated to a single integrated reporting platform (Case 10)

Systems/Data Integration

  • LedgeX

Design

  • T-SQL and SQL Server Reporting Services over LedgeX

Technology Stack

  • T-SQL; SQL Server Reporting Services (SSRS)

  • LedgeX

Portfolio, Performance & Manager Reporting Suite

Designed all portfolio, performance, and manager reports for the firm on the migrated LedgeX data.

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