2. About Fingertips Intelligence
• Help companies by :-
» Managing Data More Effectively
» Automating Reporting Processes
» Replace Disparate Excel Spreadsheets with Single
Database (Filemaker) Solution
• Founder Kapil Kapur:-
» Experience in delivering solutions to Corporate Clients
» 20 years of System Build Experience
» Msc in Mathematical Modelling Oxford University

3. My reporting
cycle is too
manual
My links
between
I have to enter spreadsheets
data into multiple keep corrupting
systems e.g SAGE
/ Excel
I cant get the
key information
that I need

4. Case Study
•Investment Firm had data from providers in Excel
spreadsheets
•Individual Asset Valuations
•Cash Movements
•Trades / Purchases
•Large number of Manual Calculations
•Fee Calculations
•Overall Valuations
•Performance
•Extensive time to create client reports
•Concerns about Data Quality

5. Solution
•Filemaker Solution with 5 users
• Automatic Upload of Spreadsheets into Database
• Checked imported data for correct portfolio codes
• Any errors in data highlighted at point of entry
• Calculations now performed instantaneously
• Fees
• Valuations
• Performance Metrics
• Client Facing report created

6. Case Study – Starting point – Excel
spreadsheets showing transactions

7. Case Study – Screen Shot Asset Valuations

8. Case Study Screen Shot - Fee
Calculations

9. Case Study Screen
Shot – Client Report
Extract

10. Summary
• Fingertips Intelligence provides:-
– Bespoke Management Information Solutions
– Fast Response Time
– Cost Effective Solutions
– More than just a solutions provider:-
• Data Migration
• Training
• Ongoing Support
• Upgrades / Modifications