Enhancing portfolio analysis
Rincon Advisors, a private investment ﬁrm, serves a select number of portfolio owners and their affiliated entities. Dedicated to providing responsive service, the ﬁrm spent significant energy and time quickly fulfilling reporting and analysis requests that superseded its legacy investment technology. Bringing data together from various sources and manually entering it into spreadsheets often took days.
As a wealth management industry veteran, Rincon Chief Investment Oﬃcer and President John O’Connor recognized the problem all too well. “It’s simplistic to say that analysis of complex portfolios is difficult or inefficient,” he explains. “You can hire small armies of analysts to make it happen, but it takes time, especially when alternative assets are involved. Knowing that there are constraints on the process and the timeliness of the results, many portfolio owners limit the number of questions they ask. We wanted to empower the people we serve with fast answers to a virtually unlimited number of questions.”