Get the best out of eFront Invest with our experts
1st integrator in France
Data issues for alternative investment players
Ease your data monitoring
Have a complete view of the investment cycle and fund management for investors
Rely more on your decisions
Consolidate, value and analyze investment data from heterogeneous sources
Secure
your data
Maintain operational efficiency in a context of stricter regulations and higher cost pressure
Our tailor-made accompaniment
Implement eFront for centralized investor management
Identification of business needs
Study, framing and audit
Installation and configuration of technical environments
Development and realization of custom dashboards (Front Script, eFront BI, eFront Dashboarding)
User training and change management
Maintenance (preventive, corrective, upgradeable, technical)
Facilitate the migration of eFront data to other systems with our A7 Datamigration Kit accelerator.
Support on the framing and end-to-end execution of the migration of your historical data to the eFront invest solution
Capitalize on a pre-configured ETL solution to plug into your data sources and automate the data migration effort to the maximum extent possible
Provision of a starter kit with a catalogue of data transformation rules and data quality control allowing to save up to 50% on the migration schedule.
Société Générale Security Services rolls out eFront
AssetValue Consulting assisted the fund administrator SGSS (Société Générale Security Services) to implement the eFront Invest tool from the eFront publisher. The objective was to develop strategic reporting to support their clients' decision-making and business management and to meet their legal and regulatory requirements.
Our key achievements
Assistance with identification of customer needs
Participation in requirement analysis gathering and drafting of functional specifications.
Configuration and customization of the eFront Invest tool.
Implementation of a testing strategy and execution of several test cases.
Support with data migration from Excel and SGSS legacy tools to the target eFront Invest solution.
Specification and development of reporting, some examples of which are given below:
- Capital Account statement
- AIFMD, FATCA & CRS Reports
- Extraction of the register
- Portfolio statement
- Valuation deferral