NextGen Investment Reporting

Estimated investment: USD 175,000 with a typical duration of 7 weeks for MVP platform development and demo readiness

NextGen Investment Reporting is an advanced AI-powered fund performance analytics platform that enables wealth and investment management firms to transform legacy investment data workflows into scalable, cloud-native AWS solutions. By leveraging proprietary GenAI Agents and pre-built domain-led data models, clients benefit from 3–5x faster time-to-market, guaranteed ≥98% data quality, and enterprise-grade governance embedded by design. This modernization accelerates fund performance insights delivery, enables regulatory compliance automation, and integrates seamlessly with advanced analytics and BI ecosystems.

NextGen's proprietary GenAI Agents automate up to 70% of the data integration, transformation, and governance workflows including complex dataset identification and intelligent script generation, reducing manual effort and errors. The platform also performs AI-based data validation ensuring output accuracy, functional parity with existing systems, and detects anomalies early.

This offering starts with a structured assessment that analyzes fund data sources, pricing feeds, holdings, and client data to deliver detailed complexity and fit-gap insights. This enables precise prioritization and a low-risk modernization strategy. A pilot MVP deployment over 7 weeks validates automated data ingestion accuracy, functional parity with existing systems, and performance improvements, showcasing the strength of our AI-enabled integration and governance.

Key Features:

• Automated fund data inventory, dependency analysis, and complexity scoring
• AI-powered automated ingestion and transformation of fund, pricing, holdings, and client data to cloud-native formats
• 7-week MVP deployment validating integration accuracy, data integrity, and performance improvements
• AI-driven data validation ensuring functional and numerical equivalence with existing systems
• Cloud-native enterprise data model deployment supporting fund performance, pricing, holdings, and client analytics
• Integration with AWS governance, security, and compliance frameworks for enterprise-grade assurance
• Enterprise Data Catalog with 100% dataset registration, and automated stewardship.

Business Benefits:

• Reduce operational costs through automation of manual data integration and transformation efforts
• Achieve 3–5x faster implementation vs. traditional analytics platforms, delivering MVP in 7 weeks
• Enhance scalability to meet growing data volumes and multi-source integration demands
• Accelerate time-to-insight with faster data transformation, quality assurance, and report generation cycles
• Improve data quality and analytics reliability with automated ≥98% accuracy validation and governance assurance
• Enable compliance-ready reporting for GIPS, SEC, and FINRA regulations through built-in governance workflows
• Empower advisors with near-real-time performance analytics for enhanced client engagement

Outcomes: Clients gain confidence and value from a validated 7-week MVP deployment delivering fund performance analytics, data governance, and interactive dashboards - forming the foundation of an enterprise-wide investment reporting modernization roadmap. NextGen's AI-powered, automation-led approach minimizes risk and manual effort, enabling faster, cost-effective adoption of cloud-native financial data platforms. This transformation delivers measurable cost savings, enhanced data governance, regulated compliance confidence, and a future-proof foundation for data-driven investment advisory innovation. Post-MVP, clients achieve near-real-time fund performance reporting with <2-second dashboard render times, ≥98% data quality, 100% governance coverage, and <1-second 90th percentile interaction latency.

Key AWS Resources Used: Amazon RDS for PostgreSQL (transactional data) | Amazon S3 (data lake and storage) | AWS Glue (ETL and cataloging) | AWS Lambda (event-driven processing) | Amazon Athena (SQL analytics) | AWS Lake Formation (governance) | Amazon QuickSight (dashboards) | AWS Secrets Manager (credentials) | AWS CloudFormation (infrastructure-as-code) | AWS IAM (access control) | Amazon CloudWatch (monitoring)