17/11/10PEO 4.2 Released!
Dashboards!
PEO 4.2 introduces powerful dashboards that takes user defined content management to a new level. Users can, for instance, setup dashboards for asset tracking which combine financial statements, key performance indicators and investment performance summary data on a single page. Beyond drag and drop ability for users, administration is simplified with the ability to setup default lists and dashboards throughout PEO.
GIPs-Compatible Analytics
AnalytX augments PEO's powerful transaction and reporting capabilities with the ultimate analytics slicer/attribution engine. A powerful middle-office tool, the new analytics perform multi-period analysis for assets, funds, or limited partners. The new analysis capabilities support rate of return calculations that are compliant with the current GIPs standards issued by the CFA Institute.
The bottom line from a beta tester: "Using the analytics engine you can easily create performance analysis from cash flows that used to take days to prepare". Examples: Slice asset cash flows on geography, vintage year, fund, deal partner, asset, security, fund, or ANY attribute (including non-standard ones). View analytics against benchmark categories, from inception or encapsulated into specific periods. Crunch fund and investor IRRs, based upon equity capital accounts with scoreboard IRRs breakout for GP and LP Investors. Easily compare Investor IRRs with or without sources of friction such as Management Fees or Expenses.
Powerful Investor Relations Reporting Engine
Version 4.2 introduces AnalytX's new, one touch, investor-reporting engine, created specifically for alternative assets. The reporting engine automatically processes any investor report, permits review, sends a fax, email,or print hardcopy for consumption by limited partners. Further, when coupled with the second generation of WebLP, it provides a secure way to send e-mail alerts to investors, which includes a link to securely download documents. The new investor reporting engine completely automates investor reporting, runs on demand or automatically at a specific time and bypasses the hand-to-hand combat with file uploads required by typical investor-publishing solutions.
The bottom line from a beta tester: "The AnalytX investor reporting engine allows me to efficiently generate a capital call plus supporting schedules in a single batch and blast these out over an email and/or publish out to WebLP". The new investor-reporting engine also solves the riddle of how to create capital call and distribution notices where desktop software (MS Word) is not required. The mantra: "How to edit, process, review and send a capital call notice from your grandmother's ski chalet in the Swiss Alps against a server in San Francisco?" We believe that PEO solves this riddle with its powerful, server side, report processing.
For additional information, please contact msweet@analytx.com.
