Being a smart investor, everyone has to broaden their horizons between multiple managers, wardens and brokers to solve massive data challenges. You now need to understand your complete profile by consolidating the data together to form a logical insight. Investors have to log in several portals, collect spreadsheets, alter data and merge them to be aware of their status in the business field. And, this process can sometimes take hours and days and considering market instability already makes the processed data out of date. So, explore a Tableau Bootcamp to find all the answers to your smart investment plans.
Clearwater Analytics
Tableau uses Clearwater Analytics to process the aggregated investment data automatically and provides answers to many investment questions. Clearwater works independently and evaluates the daily status, helping the treasury team to concentrate on management, analysis and report of investments.
Tableau Financial team is now focused on bringing out data from Clearwater, analyzing, and then sharing the reports across the business structure. Embracing these dashboards not only amplify the management of investments but also develop security that the business profile is continuously being managed under the strategies of customized investment policy.
3 Dashboards Analyzing the Clearwater data
Exposure Trends
This includes developing dashboards by analyzing and reporting to provide exposure to various investment plans available. With only a single dashboard, it highlights daily trends for exposure considering different marketplace, securities, assets and balance sheets. Then, it also provides an option to filter out specific investment administers and drill down brief details about growing profits and loss statements that were never recognized before.
This exposure dashboard enables to drill into accounts and markets generating the segments at different peaks of the quarter. These statistics provide information about investment and present a great discussion about investment exposure with clients and partners.
Investment Analytics
Considering the same exposure data, when you review account metrics that also provides details about the top ten sources of profit and loss. The outlook of account metrics provides a detailed idea about the things which are running well and the others that are not working, helping business leaders or investors to focus on the specific area only.
Income Detail
The Tableau team is already using Clearwater data for investigating the key areas that are increasing investment income. An income detail dashboard, evaluate the periodical interest income by security type and also identify trends in net income from balance sheets. After recognizing the source of investment income, compare various investment finances to calculate the better choice for profitable output.
Conclusion
Working with these dashboards is just the beginning of the investment process, which you can use to get a clear idea about your investment plan. Further processing can be made simpler by completing the following steps ahead.
- Merge Clearwater data and cash details, including bank statements to form a crystal clear image of cash and investments.
- Combine related data like industry standards for precise assets.
- Distribute processed data with in-house stakeholders like board of directors
- Provide email alerts when investment positions need to be re-balanced.
So, if you’re already utilizing Clearwater for developing your investment plans, you are going in the right direction as a smart investor. But if not, it’s never too late; begin your success journey by exploring great things at Tableau Bootcamp and learn how to use these dashboards for facilitating your investment procedure. ExistBI are Tableau partners and provide services in the US, UK and Europe.
