Case Study: A Fund Administration Company achieves improved operational efficiency and enhanced IRR reporting with Datamatics' complex IRR calculation engine

A Fund Administration Company Increased Operational Efficiency with Complex IRR Calculation Engine

Fund Administration Company, a premier US fund administration firm, struggled with an inefficient and nonfunctional IRR calculation engine that hindered reporting and client service. They engaged Datamatics to rebuild and modernize the engine to improve performance, add features, and support better reporting for their investors.

Datamatics implemented an advanced IRR calculation engine that computes Net IRR, Gross IRR, and Company IRR across all fund records, is configurable for multi-client reporting, and supports customizable dashboards. Datamatics’ solution improved operational efficiency and performance, enhanced reporting capabilities, and delivered clearer investment-return insights—enabling informed decision-making and the ability to generate three distinct IRR metrics with tailored dashboards.