‍Background

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Mirante Fund Management, an independent financial company with offices in Lausanne and Zurich, specializes in convertible bonds and offers a diverse range of tailored investment solutions. Known for its strong family values and a client-centric approach, Mirante has established a reputation for managing risk effectively, especially during volatile periods. The firm, which manages assets exceeding 2 billion CHF, has grown significantly over the years, expanding its services to various asset classes and receiving numerous accolades, including the Lipper Award and the WealthBriefing Swiss External Asset Managers Awards.

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Challenges

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The production of monthly factsheets and reporting for Mirante's 12 investment funds, encompassing more than 70 share classes, presented several operational challenges and was notably time-consuming. Prior to adopting Finlens, Mirante relied on a fragmented system comprising various services and tools and involving different personnel. This setup required the team to collect and maintain data obtained from the fund administrator, create and update visualizations, save the resulting factsheets as PDFs, and publish them on the website.

This cumbersome process demanded significant manual effort to create and publish the monthly factsheets. Additionally, the lack of a cohesive digital interface hindered their ability to offer a seamless and interactive client experience. Maintaining a unified brand identity across all funds was another critical challenge due to the disparate systems in use.

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Solution

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Mirante turned to Finlens, an all-in-one solution that seamlessly integrates multiple functionalities into a single platform.

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Figure 1: Overview page of Mirante Fund Management Finlens platform.

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The decision to transition to Finlens was driven by several key factors:

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1. All-in-One Solution: Finlens provides a unified platform that integrates multiple functionalities into a single system, easily embedding into the client's website, hosted on their web domain, and fully customized to match their brand identity, including logo, images, colors, and fonts. This platform features a user-friendly web interface for clients, a sophisticated factsheet generator for fund managers, and robust data room functionalities. By consolidating these essential tools, Finlens eliminates the need for various disparate systems, significantly simplifying Mirante's operational workflow.
   
   
2. Delegated Management: Finlens enables the delegation of specific roles to individual fund managers. This feature allows managers to directly edit and manage content on the website and factsheets without involving other departments. This autonomy eliminates the need for intermediaries, enhancing efficiency and accuracy.
   
   
3. Automated Processes: The platform automates the entire process of creating and publishing factsheets. By automating data collection, visualization updates, PDF generation and online publication, Mirante saves considerable time and reduces the risk of errors associated with manual processes. This automation ensures that all displayed information is consistently up-to-date, enabling the easy creation of current factsheets on demand.
   
   
4. Enhanced Client Experience: With its interactive features, Finlens enhances the client experience by making information more accessible and engaging. Clients can easily navigate through the platform, accessing real-time data and reports with ease.
   
   
5. Unified Design: Finlens supports a unified design across all funds, ensuring that Mirante maintains a consistent brand identity. This feature is crucial for reinforcing the firm's market presence and recognition.

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Results

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Since implementing Finlens, Mirante Fund Management has experienced significant improvements in operational efficiency and client satisfaction. The streamlined workflows and reduced manual tasks have saved time and resources, while clients have benefited from a more interactive and cohesive online experience.

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In summary, Finlens has been a transformative solution for Mirante Fund Management, enhancing functionality, improving client engagement, and ensuring a unified brand identity. This successful partnership highlights Mirante's commitment to innovation and excellence in the asset management industry.

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Figure 2: Factsheet template editor mode showcasing Finlens' drag-and-drop editing capabilities.

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Figure 3: Screenshot of the data room highlighting the effective organization of documents related to investment funds.

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Figure 4: Overview page of an MFM investment fund, acting as an interactive online factsheet that is always up to date.