CloudEstate – Asset Management

Software Development

A custom built software to handle all of the intricacies of an asset manager that integrates into core communication channels powered by Office 365.

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The Problem

  • Number of deals, assets and asset classes was growing fast and managing them was getting more costly
  • Allocations of Cash to Assets was a heavily manual process that was error prone
  • Communication from core channels, such as email, notes, and documents, was not being correlated back to the appropriate asset or deal

Solution

  • Number of deals, assets and asset classes was growing fast and managing them was getting more costly
  • Allocations of Cash to Assets was a heavily manual process that was error prone
  • Communication from core channels, such as email, notes, and documents, was not being correlated back to the appropriate asset or deal

Result

  • Number of deals, assets and asset classes was growing fast and managing them was getting more costly
  • Allocations of Cash to Assets was a heavily manual process that was error prone
  • Communication from core channels, such as email, notes, and documents, was not being correlated back to the appropriate asset or deal

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