Case Study: Leading Investment Firm achieves near‑real‑time, automated fund analysis and faster decision‑making with Vena Solutions

Automation of fund analysis allows managers to make better informed decisions

One of Canada’s leading asset management firms — with more than $12 billion in assets and 200+ employees — relied on manual, month-long Excel processes to consolidate fund data from multiple source systems and its GL. The Finance team spent up to three weeks cutting, pasting and performing vlookups, leaving managers little time to adjust underperforming funds and increasing the risk of absorbing excess expenses.

Vena implemented a secure central data repository that integrates with the firm’s source systems and MultiView GL, driving dynamic Excel workbooks that auto-update, enforce business validation rules and maintain a full audit trail. The result is near real-time fund analysis, elimination of manual copy-paste errors, faster decision-making and more time to reduce the number of expenses managers must absorb.