Active Core

For Active Core, we implemented broker and custodian interfaces on top of i3, automated the preparation of inbound data, and created an investor drill-down down to sub-fund level.

Interfaces, workflow automation, and investor drill-down

For Active Core, we implemented broker and custodian interfaces on top of i3, automated the preparation of inbound data, and created an investor drill-down down to sub-fund level.

< 2 weeks

Fast delivery from setup through go-live.

30+ minutes

Daily time savings through automated workflows.

i3

Integration and workflow control in one solution.

Sub-fund level

Investor drill-down all the way to detailed positions.

Initial Situation

Connecting external partners caused manual effort. Incoming files had to be converted, enriched with business logic, and turned into reliable process chains. At the same time, investor transparency needed to be improved.

Challenge

The challenge was to turn heterogeneous inbound data into reliable workflows quickly without creating a long implementation project. At the same time, operational effort needed to be reduced noticeably while investors were given deeper transparency down to a detailed level.

Implementation and Outcomes

To achieve that, we implemented broker and custodian interfaces, converted inbound files into processable target formats, and enriched the delivered information with business logic. We also automated operational workflows in i3 and created an investor drill-down down to sub-fund level.

Result

The outcome was an integrated solution delivered in a short time frame that made external data deliveries more usable, reduced operational effort, and gave investors deeper insight into their investments.

Client testimonial

Automated asset management with i3 makes our work noticeably easier.

Wilhelm Wildschütz, Active Core

Impact

Fewer manual handoffs

Around 30 minutes of daily operational relief

More transparency for investors

i3 live in just 2 weeks

Related Service Pages

A concrete initiative needs clear technical and business guidance.

If software delivery, reporting, integration, or project stabilization has become critical, we can use a first conversation to clarify goals, risks, and sensible next steps.

Tim Rademacher
Tim Rademacher Managing director & first conversations
info@inits.io +49 221 429 144-00