Case Study

Background

The organization was growing very fast (over 6x AUM) and facing increasing reporting demands from institutional investors, financial institutions and regulatory agencies.

Solution

Elix deployed ExcelSense Operating platform in July 2019 and ExcelSense Management Platform in July 2020.

Business Challenge

Recognizing the need to transform controlling and reporting processes which were manual and spreadsheet dependent Elix needed a holistic solution that provided real-time & auditable visibility on investment performance and while automating reporting to investors.

Results

ELIX relies on ExcelSense applications for internal weekly performance meetings, monthly quantitative updates to investors, and quarterly reports to multiple stakeholders. This work, now automated, would have required 2 additional full time controllers and created significant disruption and resource reallocation to meet this need without ExcelSense.

“ExcelSense has allowed us to grow in size and complexity while significantly reducing and simplifying our operations. Now we have even more control over our projects than when we were a small company“.
Jorge Benjumeda
Founding Partner and CIO, Elix Asset Management

Background

The organization was growing very fast (over 6x AUM) and facing increasing reporting demands from institutional investors, financial institutions and regulatory agencies.

Solution

Elix deployed ExcelSense Operating platform in July 2019 and ExcelSense Management Platform in July 2020.

Business Challenge

Recognizing the need to transform controlling and reporting processes which were manual and spreadsheet dependent Elix needed a holistic solution that provided real-time & auditable visibility on investment performance and while automating reporting to investors.

Results

ELIX relies on ExcelSense applications for internal weekly performance meetings, monthly quantitative updates to investors, and quarterly reports to multiple stakeholders. This work, now automated, would have required 2 additional full time controllers and created significant disruption and resource reallocation to meet this need without ExcelSense.

“ExcelSense has allowed us to grow in size and complexity while significantly reducing and simplifying our operations. Now we have even more control over our projects than when we were a small company“.
Jorge Benjumeda
Founding Partner and CIO, Elix Asset Management
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