Implementations

Implementing MiFID II for North American Asset Manager

We joined a struggling regulatory reporting project with an immovable deadline. How do you organize, prioritize, and then mobilize to get to the finish line? Click here to read about how Basis Points Technology did.

Custom Reporting Solutions

Tracking and Reporting Issues

Using Airtable, we created an issue tracker that moves our data entry and storage into a cloud model, and we immediately attained an out-of-the-box platform inclusive with standard API integration and web-based accessibility through desktop and mobile phones. Click here to read about how we built this enterprise solution for our business.

Data Analysis

Analyzing a Client’s Complex Data Issue

Our client, one of the world’s largest asset manager, had an ongoing problem with one of their daily fund accounting data extracts. Click here to read about how we how we worked through normalizing our client’s datasets and built a powerful SQL cube report from it to help pinpoint the root issue.

Business Intelligence (BI) Reporting

Navigate to our blog to learn more about the type of Business Intelligence Reporting services we can provide.

Back-Office Trial Balance Report using Chart of Accounts/General Ledger data

Automated Daily Covid-19 State-level dashboard

Combining our love for The Beautiful Game and working with data, we took a closer look at player productivity..

Bug/Issue Tracking report sourced by API calls to Airtable