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concierge services

The client is a Sydney-based financial services corporation that offers funds management to its members that invest in Australian and global listed securities and derivatives - in a tax efficient manner. Eastvantage was instrumental in gathering and delivering relevant financial data required by the client. 

The Challenge

•   To deliver reports which are of better quality than those generated by the system:

  • Unit pricing report
  • Fund valuation report
  • Financial statements (BS, P&L, CF)
  • Cash distribution report
The Solutions
  • Developing a more accurate Unit Pricing Model (Excel)
  • Gaining expertise with MYOB
  • Applying knowledge acquired from past professional experiences

Technology:

  • MYOB (Mind Your Own Business)
  • MS Excel
Company Name
An Australian Financial Services Corporation

Business support in financial services