Is Your Portfolio Monitoring Process Due for an Update?

“Got enough tabs open?” If you’ve shared your screen during a video conference, you’ve likely had a colleague ask this question with a chuckle. It’s ok. We’re not here to tab-shame anyone. But if you’re constantly switching between email and a dozen different portals to monitor your investment portfolio, you’re putting yourself at a disadvantage. 

Limited partners (LPs) need fast and easy access to portfolio data to make informed decisions. However, turning portfolio data into actionable insights becomes challenging when you’re chasing fund reports across multiple tech platforms and managers. Manual processes not only drain valuable time and resources but also increase the risk of human error or missing a critical action item. 

With so many critical decisions to make daily, why continue using outdated processes that create friction both internally and with general partners (GPs)? Here’s how technology can free up your team’s time and energy to focus on your investment strategy.

Aggregate fund reports 

Logging into multiple platforms and manually inputting data into spreadsheets is a tedious task for investment analysts. That’s why automation is essential to portfolio monitoring. By leveraging a tech platform to aggregate financial reports, your team gains on-demand access to data from all your investments. To support your firm’s needs throughout your digital transformation journey, we recommend choosing a system with the flexibility to integrate with both current and future investor portals. 

Align with fund managers 

Integrating your portfolio and relationship management workflows is another effective way to align with GPs and streamline communications. With all your documents organized by fund and type, you won’t be bogged down searching for contact information or requesting reports from GPs by email. This approach reduces tedious exchanges, increases team capacity and ensures you have the data needed to engage in productive, collaborative discussions about your portfolio.

Never miss a deadline 

Keeping your own team aligned is crucial for effectively managing your portfolio and GP relationships. Missing documents or action items creates friction — or worse, results in penalties. A robust portfolio monitoring platform allows you to manage document access and ensure your intended recipients have reviewed what they need. With the right tools, you can also set deadlines for critical tasks like capital calls and add notes to documents for additional context.

Reclaim your time and resources 

Streamlining and automating your portfolio monitoring workflows does more than keep mission-critical data and tasks from slipping through the cracks. Getting back time spent on manual data entry, password resets and email exchanges saves money for your firm. It all begins with choosing the right technology partner.

SS&C Intralinks InViewTM aggregates all your financial reports and fund data into a single, user-friendly portal. With our purpose-built platform and expert support team on your side, you can seamlessly track your investments, make data-driven decisions and unlock new efficiencies. You might even impress your colleagues with your tidy desktop during your next presentation. 

Ready to learn how much you could save by using InView? Calculate your savings today.