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Client: Pinnacle Investment Advisors, Tulsa OK
Situation: Client had two specific needs. Their existing allocation database only worked with two of their nine fund custodians. They spent 1-2 hours per day reconciling data downloads with their trading records.
Solutions: Database Concepts connected all nine custodians to the allocation database. Database Concepts also created a database to automate the daily reconciliation using a custom set of processing rules. Client was instructed in modifying these rules and creating new ones as special situations arose.
Results: Investment decisions can now be made in light of all customer assets. Daily reconciliation can now be processed in a fraction of the time. Client can expand and enhance their solution on their own.
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