© Hexaware Technologies. All rights reserved. www.hexaware.com

The EDM toolkit delivers a scalable, flexible, integrated data model that reduces redundancy, cost

and manual workarounds, while improving quality and time to market for implementing

dashboard, reports and analytics information.

Toolkit solves the problems of traditional warehouses and enables quicker, easier access to

business data.

The toolkit comprises of 3 major components - a Dimensional Investment Data Model, prebuilt

dashboards that support in-memory analytics, adapters to standard products such as Eagle

PACE.

Toolkit allows investment firms to take an enterprise wide view to gain deep insights and spot

opportunities.

Leveraging its in-depth expertise on Enterprise Data Management in Capital Markets business

domain and technology expertise in Business Intelligence & Analytics, Hexaware has built a

high-end Investment data analytics pack that can help our customers in jump-starting the analyt-

ics implementation for a 360-degree view of Portfolio, Performance and Risk .

Hexaware’s expertise in providing high-end analytical solutions is based on a sound understand-

ing of the front office, back office, middle office functions and enterprise data management space

in Investment management.

A subject-oriented dimensional model that supports ad hoc reporting, self service and dashboard-

ing capabilities. Business-friendly and Abstract data model that caters to core business areas and

attributes.

Pre-built dimensional model for Portfolio analytics, Performance and Risk Analytics modules

which offers you detailed transaction-based portfolio analysis, performance analysis, risk factors

and various market indicators analysis. This analysis will also enable you to define your overall

investment and portfolio management strategy.

AIM-Analytics for Investment ManagementActionable Intelligence Enabled

LOGIN BASED ACCESSUsers can view dashboards and reports for

which they are authorized. A claims user cannot

view marketing data unless authorized.

MANAGEMENT DASHBOARD“C” level Executives can view key dashboards

and reports on regular basis. Our customized

dashboard provides one screen view of all key

processes.

CUSTOMIZED DASHBOARDManagers are interested to see the dashboard

and reports which are most relevant to them in

their first screen. Hexaware provides an option

to customize the dashboard where relevant

dashboards can be made available on the

landing page upon login.

© Hexaware Technologies. All rights reserved. www.hexaware.com

Contact us at corporatemarketing@hexaware.com

NA Headquarters

1095 Cranbury South River Road

Suite 10, Jamesburg, NJ 08831

Main: +1 609-409-6950

Fax: +1 609-409-6910

India Headquarters

152, Sector – 3

Millennium Business Park

‘A’ Block, TTC Industrial Area

Mahape, Navi Mumbai – 400 710

Tel: +91-22-67919595

Fax: +91-22-67919500

EU Headquarters

4th Floor, Cornwall House

55-57 High Street, Slough

Berkshire SL1 1DZ, UK

Tel: +44 (0)1753 217160

Fax: +44 (0)1753 217161

APAC Headquarters

180 Cecil Street,

#09-03, Bangkok Bank Building,

Singapore 069546

Tel: +65-63253020

Tel: +65-62212728

CREATEDASHBOARD

Creating new dashboards is a simple process.

The business user can create relevant

dashboards without help from IT.

INVESTMENTDATA ANALYSIS

Our data model will help in What-if analysis,

Portfolio Performance, Aligning investment

with Portfolio strategy

FASTIMPLEMENTATION

Our jump start kit which has pre-built

components helps start around 30% faster

and thus bringing substantial saving on TCO

About Hexaware

Hexaware is a leading global provider of IT

and BPO services. Listed among Top 100

Global Providers of Financial Technology at

the FinTech 100, Hexaware offers a complete

range of Asset Management & Capital

Markets Solutions for global financial institu-

tions, Investment Banks, Fund Managers,

Investment Managers, Institutional Asset

Managers, Mutual Fund Managers and

Insurance Money Managers. We deliver

end-to-end solutions combining technology

and a deep understanding of the business.

Our expertise spans the areas of Portfolio

Accounting, Wealth Management, Mutual

Fund Accounting, Securities Reference Data

and Hedge Fund Accounting. Hexaware

specializes in Business Intelligence & Analyt-

ics, Enterprise Applications, Independent

Testing and Legacy Modernization. Hexaware

has been providing business technology

solutions for over 18 years and offers world

class service delivery, technology leadership

and skilled human capital.

Business Decision Bank Repository

- What to analyze?

Pre-built Metrics Repository

- What to manage?

Pre-built Reports / Report Templates

- What and how to visualize?

Pre built Data model

- Jumpstarting warehouse development

Business Fitment Matrix / Framework

- To map business needs to packaged /prebuilt analytics

Pre-built predictive models

- To help find patterns in data, and enable forecasting

• Our Toolkit can be deployed on any BI platform

• Tool-independent reporting layer that leverages business intelligence features like in-memory

analytics, dashboarding and self service reporting

Sample Dashboards

Portfolio Breakup By Sector and Sub Sector

Allows Portfolio managers to analyze the portfolio

sector in which most of the investment has been

made and determine if any risk exists in the

current market scenario.

Historical Asset Allocation

Provide a single view of historical allocation

and it also allows portfolio managers to view

how the portfolio has been performing and its

allocation historically.