Case Study: Prudential Investment Services Corp. achieves flexible, customisable portfolio reporting with Protecht.ALM (Protecht)

How Prudential Investment Services Corp. Are Utilising Protecht.alm and Its Built-in Treasury Management System to Face the Challenges in Their Business

Prudential Investment Services Corp., a provider of investment advisory and reporting services to wholesale clients and local governments, faced a tight turnaround to migrate carryover clients and needed a more flexible, cost-effective reporting system tailored for cash and term deposit investments. Their previous solution was expensive and inflexible, so Prudential engaged Protecht and adopted the Protecht.ALM reporting solution to deliver client-centric portfolio reports quickly.

Protecht implemented the Protecht.ALM Treasury Module with dashboard reporting, providing robust training and responsive support so Prudential could rapidly design and deploy custom reports. As a result, Prudential achieved faster report design and delivery, more accurate portfolio monitoring, stronger client feedback, and many clients now use Protecht-generated reports directly in their monthly council agendas—demonstrating immediate, practical impact and improved value for money.

Prudential Investment Services Corp.

Erik Gates

Director