DATA STUDIO
Take full control of your analytics layer
Structure and transform your investment data to deliver cleaner insights, custom attribution, and faster bespoke reporting
BEFORE
AFTER
Static PDFs, scattered metrics
Live dashboards with drill-downs and embeddable views
No dedicated reporting partner
DIY or partner support in a secure, role-based workspace
Version drift, endless re-formatting
Smart templates + pipelines; update once, sync everywhere
Manual prep, hand-typed notes
Automated ingestion, AI-assisted QA and commentary
Siloed systems, messy imports
Custom transforms, full compliance, flexible exports
DATA STUDIO
Shape a reporting engine around your team’s process
Integrated Analytics
Deliver deeper insights and improve mandate consistency with prebuilt templates and streamlined reporting frameworks.
Attribution & Risk
Analyse tactical allocation and risk to uncover hidden alpha and strengthen portfolio resilience.
Committees & Monitoring
Equip decision-makers with clear insights, performance tracking, and objective, data-backed reporting.
Live & Interactive
Dynamic charts, dashboards, and attribution libraries to simplify due diligence, improve engagement, and attract new investors
Commentary & AI Agents
Add a detailed narrative and logic that reflects your strategy for a truly bespoke reporting experience.
Data Pipelines
Customise your data pipeline to reflect your models, structure, and compliance needs, turning raw data into actionable insights
Shadow Portfolios
X-Ray Holdings
Peer Indexes
Peer Comparisons
Risk Analysis
Relational Data Model
Tactical Attribution
Custom Benchmarks
Investment Monitoring
Factor Analysis
CASE STUDY
Cooper Investors Pty Ltd is a specialist equities fund manager with a track record of more than 20 years.
Cooper Investors—a 20-year-old Australian fund manager of ten specialist equity funds—now uses a reporting framework that automates data ingestion, reporting (Factsheets & Quarterly Reports), and live website metrics, producing on-brand reports seamlessly.