Corporate Wide Master Assessment

Olmstead completed a corporate-wide account master assessment of a multi-affiliated asset manager. The proposed solution created a single account master across the client’s multiple affiliates. It allowed for a seamless flow of data from each individual affiliate to the parent, and enabled the affiliates to use a single corporate license for reference data, share a single platform to produce client reports & marketing materials, and house all data in an enterprise data warehouse.  The project enabled the client to reduce manual data processing, significantly reduce license costs, and cut maintenance efforts.