Case Study: PineBridge Investments achieves enhanced planning, multi‑currency consolidation and transaction‑level reporting with Strata Decision Technology

PineBridge Investments Improves Planning and Reporting Capabilities with Axiom Software

PineBridge Investments, an independent asset manager with more than US $84 billion in assets under management, faced major reporting gaps after migrating to Microsoft Dynamics—losing the ability to drill into transaction-level data and to consolidate reporting across multiple currencies. To address these challenges, PineBridge engaged Strata Decision Technology to provide a flexible planning and reporting solution that could restore deep-dive drill-downs and multi-level currency consolidation.

Strata Decision Technology implemented an Excel-friendly reporting platform that ingests over a million transactions every two hours, lets finance users create summary and transaction-level reports by region and product, and supports reporting across ten main currencies. As a result, PineBridge can consolidate reports in any currency, drill into transaction details to identify variances and improve processes, create new data stores and reports, and plan broader rollouts of budgeting, forecasting and dashboards—transforming finance into the owner of its reporting environment.

PineBridge Investments

Gerard Sewell

Vice President of Finance