Case studies

Management Reporting

Year of implementation
Industry
Financial Services & Insurance

A DXC Technology group company that operates in the financial services, automotive, healthcare, and telecommunications sectors and currently has a presence in 21 countries.

A suite of digital solutions for Luxoft Italy designedto optimize middle-office processes and support business intelligence. This set of tools enables granular monitoring of equity portfolios and risk exposures, automating the generation of executive reports and the tracking of mid-cap companies. At the same time, the system centralizes the management of corporate broking and fund financing workflows, ensuring full contract traceability, credit line management, and automated integration of financial records for limited partners.

Management Reporting (formerly Dashboard): An application designed for the automated download of Excel reports that summarize the strategies implemented at the portfolio level (issuer risk, sector, geographic area), highlighting the main exposures in terms of issuer risk, sector, geographic area, etc. Currently in maintenance phase, with minor modifications being made upon user request.

Corporate Broking: A tool designed to perform specific functions related to contract management, invoicing, tracking, and archiving of contractual assignments. Management of automatic notifications as deadlines and renewals approach. Application released and currently under maintenance.

Equity Monitoring (Rating Cap): An application designed to automate monitoring activities for publicly traded companies carried out by the Mid-Cap division’s desks. The application has been released and is currently undergoing maintenance.

Fund Financing: A tool designed to perform specific functions related to the management of master data and financial information pertaining to funds, credit lines, and limited partners, with the ability to aggregate various data sets based on user needs and automatic daily updates. Design and development are currently underway.

Approach and methodology

We developed vertical applications tailored to the specific needs of the various departments, with a focus on automation and operational UX. We adopted a maintenance-first approach for existing applications (to ensure continuous evolution based on user requests) and an agile development approach for new ones (Fund Financing).

100
%
Automation of Management Reporting
100
%
Deal Traceability and History Tracking
100
%
Integration of Personal and Financial Data

Get in touch with our team

Contact Us

Thank you for providing the required information below, marked with an asterisk (*). This will help us provide you with the best possible response.

    The Abacus Group is committed to protecting your information. Your information will be used in accordance with the Privacy Act, our internal policies, and our privacy policy. Because Abacus is a global organization, your information may be stored and processed by Abacus and its affiliates in countries other than where you reside, but wherever your information is processed, we will treat it with the same care and respect for your privacy.