Case Study: Silvercrest Asset Management Group achieves modern, self-service client reporting and deeper investment analytics with OpenText Information Hub (iHub) and Analytics Designer

Silvercrest Asset Management Group Modernizes its Client-Facing Reporting with the Help of OpenText Information Hub

Silvercrest Asset Management Group LLC, a New York–based registered investment advisor managing about $18B, needed to modernize client reporting. Its accounting-system outputs were rudimentary and often required costly outsourcing; the firm wanted a scalable, web-based analytics platform that could pull data from its Azure SQL database, deliver branded, pixel‑perfect reports in multiple formats, be embedded in a client portal, and be easy for non-technical portfolio managers to use.

Silvercrest implemented OpenText Information Hub (iHub) and Analytics Designer in its client portal, enabling self-service report and dashboard creation, simple deployment, and flexible export to PDF, Excel, PowerPoint and Word. The solution delivered more professional, user-friendly reporting with deeper drill-down analytics, improved client-tailored insights and loyalty, reduced outsourcing, and opened opportunities for enhanced internal analytics such as more timely peer-review reporting.

Silvercrest Asset Management Group

Rohan Kalyanpur

Senior Vice President