Case Study: Smart Portfolio Strategies achieves intuitive portfolio rebalance analysis with Tahola and Qlik Sense

Smart Portfolio Strategies - Customer Case Study

Smart Portfolio Strategies worked with Tahola to replace a complex in-house portfolio rebalance back end with a more intuitive, user-friendly interface. The firm needed a fast, highly interactive, visual way for portfolio managers to understand and compare rebalancing options, so they could better assess portfolio efficiency and explore alternate future portfolios. Tahola implemented a new portfolio management interface using Qlik Sense.

Tahola and Smart Portfolio Strategies collaborated closely to build a SaaS-based dashboard environment that supported multi-dimensional analysis and free-form selection for portfolio managers. The solution helped SPS become self-sufficient with Qlik Sense through training and best-practice support, while giving customers quicker access to SPS recommendations and easier portfolio analysis. As a result, SPS developed an interface that met its needs, exceeded client expectations, and established an ongoing working relationship with Tahola.

Smart Portfolio Strategies