The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Paul Capital Selects SunGard’s Investran Data Exchange for Investor Reporting

Paul Capital, a global private equity firm, has selected SunGard’s Investran Data Exchange solution to manage the firm’s investor reporting processes. Investran Data Exchange is a web-based, multi-directional portal that provides document management, reporting and workflow solutions to assist alternative investment firms in their fundraising, investor relations, portfolio monitoring and M&A processes. Investran Data Exchange integrates with SunGard’s Investran private equity solution, which Paul Capital has used since 1999 to support its entire investment lifecycle, from fundraising through reporting and portfolio monitoring.

Paul Capital chose Investran Data Exchange for its reliability and ability to help create greater efficiencies in the investor reporting process. Investran Data Exchange provides customers with a self-service portal to post performance reports and quarterly financials in a secure setting for investors to access on-demand. Paul Capital will be able to save dynamic reports in Investran, publish real-time account statements, and offer its investors the ability to execute and download these reports into their Excel spreadsheets.

Randall Schwed, controller at Paul Capital, said, “When looking for a portal to manage our investor reporting, it was important that we chose a solution that was tailored to our business. Our investors are of the utmost importance, and we wanted to ensure they had consistent, secure access to information online. We believe Investran Data Exchange will effectively meet our investor online reporting needs and streamline the flow of information through integration with Investran.”

Lauren Iaslovits, chief operating officer of SunGard’s Investran business unit, said, “Paul Capital joins a growing number of private equity firms upgrading their systems infrastructures to respond more quickly to investor inquiries. Investran Data Exchange provides firms an online forum, tailored to private equity requirements, that allows them to push information out to investors in a secure, real-time environment.”

Related content

WEBINAR

Recorded Webinar: Best practices for metadata management

Metadata has become central to financial firms as a means of enriching, discovering and effectively using both business and technical data. Its management is equally important, particularly in capital markets applications such as data lineage and data governance, which require a clear view of data and its provenance, and the ability to scale and support...

BLOG

S&P Global Market Intelligence and Oliver Wyman Collaborate on Climate Credit Analytics

S&P Global Market Intelligence and management consultancy Oliver Wyman have collaborated to deliver Climate Credit Analytics, a sustainability solution designed to help financial institutions and corporations assess how transition to a low-carbon economy will impact the creditworthiness of their counterparties and investments. UBS will be the first European-headquartered bank to use Climate Credit Analytics for...

EVENT

TradingTech Summit Virtual (Redirected)

Trading Tech Summit (TTS) Virtual will look at how trading technology operations can capitalise on recent disruption and leverage technology to find efficiencies in the new normal environment. The crisis has highlighted that the future is digital and cloud based, and the ability to innovate faster and at scale has become critical. As we move into recovery and ‘business as usual’, what changes and technology innovations should the industry adopt to simplify operations and to support speed, agility and flexibility in trading operations.

GUIDE

ESG Handbook 2021

A-Team Group’s ESG Handbook 2021 is a ‘must read’ for all capital markets participants, data vendors and solutions providers involved in Environmental, Social and Governance (ESG) investing and product development. It includes extensive coverage of all elements of ESG, from an initial definition and why ESG is important, to existing and emerging regulations, data challenges...