Fingertips Intelligence helps companies manage data more effectively by automating reporting processes and replacing disparate Excel spreadsheets with single database solutions. They helped an investment firm migrate their asset valuations, cash movements, trades, and other financial data from multiple Excel spreadsheets into a Filemaker database solution. This automated calculations and generation of client reports, saving extensive time and improving data quality over the firm's previous manual processes.

2. About Fingertips Intelligence
• Help companies by :-
» Managing Data More Effectively
» Automating Reporting Processes
» Replace Disparate Excel Spreadsheets with Single
Database (Filemaker) Solution
• Founder Kapil Kapur:-
» Experience in delivering solutions to Corporate Clients
» 20 years of System Build Experience
» Msc in Mathematical Modelling Oxford University

3. My reporting
cycle is too
manual
My links
between
I have to enter spreadsheets
data into multiple keep corrupting
systems e.g SAGE
/ Excel
I cant get the
key information
that I need

4. Case Study
•Investment Firm had data from providers in Excel
spreadsheets
•Individual Asset Valuations
•Cash Movements
•Trades / Purchases
•Large number of Manual Calculations
•Fee Calculations
•Overall Valuations
•Performance
•Extensive time to create client reports
•Concerns about Data Quality

5. Solution
•Filemaker Solution with 5 users
• Automatic Upload of Spreadsheets into Database
• Checked imported data for correct portfolio codes
• Any errors in data highlighted at point of entry
• Calculations now performed instantaneously
• Fees
• Valuations
• Performance Metrics
• Client Facing report created

6. Case Study – Starting point – Excel
spreadsheets showing transactions

7. Case Study – Screen Shot Asset Valuations

8. Case Study Screen Shot - Fee
Calculations

9. Case Study Screen
Shot – Client Report
Extract

10. Summary
• Fingertips Intelligence provides:-
– Bespoke Management Information Solutions
– Fast Response Time
– Cost Effective Solutions
– More than just a solutions provider:-
• Data Migration
• Training
• Ongoing Support
• Upgrades / Modifications