Technology
Workiva
Workiva is a cloud-based software platform that unifies finance, accounting, risk, and ESG (Environmental, Social, and Governance) reporting.
Overview
Workiva and Alpha FMC
Consolidating data from multiple sources into comprehensive, accurate reports for investors and regulators will be an ongoing requirement of asset managers.
As firms grow, reporting requirements increase in complexity as more is asked of staff and systems that were not designed to ‘talk’ to each other. The key is adopting a technology solution that will continue to evolve with the organization and deliver ongoing value.
With Workiva, Alpha Alternatives formerly Lionpoint Group’s consultants are helping clients achieve transparent, simplified reporting, that attaches context to data.
About The Vendor
Workiva automatically connects data from various source systems into the necessary format for financial statements, quarterly investor reports, fund books, and internal and external reports and presentations. Calculations and data can be traced back to the source, providing a complete view, improved accuracy, and consistent use of data.
Integrate structured and unstructured data, including Excel files. Upload text documents that can add insights and rationale to the data.
Automate the input of data each reporting period, rather than starting from scratch. Quality controls for version control, history, and an audit trail.
Technologies
Alpha Core Workiva Services
Project management and solution architecture
Alpha Alternatives works with clients throughout the Workiva implementation process to streamline otherwise complex processes and solve complicated data challenges, including project definition and scoping, collaboration and project oversight and risk management.
Business analysis
Workiva can be applied to a range of business use cases without the need for technical configuration or customization. Alpha Alternatives’ business analysts provide essential project tasks, including system requirement assessments and configuration, workflow and data collection support, and data governance, validation, and business rules.
Reporting design and configuration
Alpha Alternatives ensures the successful integration of Workiva’s reporting functions into your organization, gathering reporting requirements, strategy development, platform configuration to visually display charts and data grids, and best practice advice.
Discover how Alpha FMC helps clients accelerate change
Case Study
Scaling reporting and compliance across multi-entity operations
Case Study
Centralizing sustainability reporting to improve consistency and control