Pinnacle Investment

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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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