Case Study

Investment Management 

Rapidly future-proof your financial processes with Schematiq.


The Problem

A highly reputable London based investment management company and leader in their field implemented a new business requirement to produce client-specific quarterly breakdowns of payments. This led to the need to quickly and effectively develop a robust, accurate rebate calculation process without having to re-platform their entire finance department’s modelling system. 

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Why Schematiq

Schematiq removes the limitations of Excel, empowering users to create connected, agile workbooks without the reliance on VBA. These models can be scaled by utilizing the cloud based Schematiq platform, allowing models to be called as APIs, whilst in a controlled environment. Choosing Schematiq as a strategic solution provides a quick, cost-effective tool for users, which enables them to resolve the shortcomings in workbooks, and facilitates them to scale safely, without the need to hire developers.