A client’s assets could sit with several custodians, in different currencies and asset classes. A useful portfolio view had to bring that information together.
Making the data usable
The asset valuation engine consolidated those feeds for portfolio reporting. That gave relationship managers a place to review the information together, rather than assemble the view by hand.
The product question was what someone needed to understand about a portfolio. The engineering work was in making the underlying data usable for that conversation.
