Shadow’s standout feature is its ability to generate an accurate, independent shadow NAV within a very short time frame. This rapid, reliable calculation gives you and your investors timely verification of fund administrators' valuations, adding an essential layer of oversight. By providing precise, up-to-date valuations, Shadow enhances investor confidence and reinforces your commitment to transparency and trust.
IT Consultancy Services
Our IT Consultancy Services are designed to guide independent asset and wealth managers through the complexities of technology adoption and digital transformation. At Walter Capital Consultants, we offer expert guidance on best practices and innovative solutions to enhance operations and foster sustainable growth.
Starting with an in-depth assessment of your IT infrastructure and operational processes, we identify key improvement areas and propose an optimized mix of applications and business workflows. This approach maximizes value, efficiency, and reliability—tailored to the unique constraints of boutique asset and investment managers. From project conception to seamless implementation, our consultants ensure minimal disruption and a strong return on investment, allowing you to confidently embrace new technologies that streamline processes and elevate client service.
Advanced Reporting Tool: Simplifying Compliance and Investor Reporting
In today’s complex financial landscape, compliance, legal reporting, and investor reporting are time-consuming yet crucial activities for asset managers. To help streamline these tasks, our upcoming Data Analysis and Reporting Tool is designed to complement Shadow and support asset managers in meeting their reporting obligations with ease.
This tool will provide powerful, automated reporting features, simplifying the creation of compliance documents, legal reports, and investor-facing statements. With customizable templates and accurate, timely outputs, it will ensure that all required reports are generated efficiently and in accordance with regulatory standards. By taking the complexity out of these reporting processes, our tool allows asset managers to focus more on managing portfolios while staying compliant and meeting investor expectations.
Stay tuned for a solution that simplifies your reporting workflow and ensures reliable, accurate reporting every time.
Sarah Thompson
Lead Software Consultant - Sarah brings over a decade of experience in software solutions, helping asset managers streamline operations with tailored technology.
Emily Carter
Head of Development - Emily specialises in creating innovative software solutions that enhance efficiency and performance for wealth management firms.
James Wilson
Senior Advisor - With a strong background in asset management, James provides strategic insights and guidance to optimise clients' technological frameworks.