Case Study: Large Independent Real Estate achieves streamlined performance reporting and analytics with SS&C Technologies Performance Service

Gaining a competitive edge with the SS&C Performance Service

Large Independent Real Estate, a major real estate manager overseeing 55 funds and $33 billion in AUM, struggled with fragmented, manual reporting, data quality issues, and overly complex analytics needs across multiple audiences. The firm was spending too much time generating reports from Yardi and Excel instead of analyzing performance, while also needing more flexible metrics such as IRR, TWR, MOIC, and capital roll forward. SS&C Technologies addressed these challenges with its SS&C Performance Service.

SS&C Technologies implemented the SS&C Performance Service to consolidate data into a single platform for retrieval, validation, reconciliation, performance calculations, aggregation, reporting, and interactive visualizations. The solution gave the customer drill-down analysis by region, fund, property, investor, and other dimensions, while also supporting investor and regulatory reporting. As a result, Large Independent Real Estate gained a one-stop performance analytics solution that drastically reduced operational time and effort and improved its ability to attract investors with stronger analytics.