Investment client
Investor & Fund Management System
13,800+ investor evaluations, generated automatically
An advisory fund ran 400+ investors and six years of history on Excel. I moved it to Airtable with automatic monthly evaluations (13,800+ so far), an adviser portal for 99 advisers and one-click investor statements in about 30 seconds.
By Jin Longyu·Published
AutomationNo-code / Low-codeData
ClientInvestment client
IndustryInvestment
Illustrative mock-up with made-up data, modelled on the real system. Client data stays private.
13,800+
monthly evaluations generated automatically
400+
investors in one system
~30s
per investor statement, one click
The context
Excel everywhere
Evaluations calculated by hand, formulas drifting between files.
No investor view
Six years of plans and transactions in scattered sheets.
Reports by hand
Statements and payment allocations prepared manually each period.
How I built it
Six years migrated
600+ plans and 5,000+ transactions in one base.
Automatic evaluations
Every plan valued monthly, no spreadsheet in the loop.
Adviser portal
99 advisers see their own investors; statements in one click, ~30 s.
Payment allocation engine
Mid-month runs, redemptions included, each payment on exactly one sheet.
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