AdventHealth’s investment team needed a better way to merge the need for real-time reporting for portfolio metrics and managing portfolio adjustments, moving beyond outdated, static reports that slowed decision-making and introduced inefficiencies.

In this session, Kelly Booth (Director of Data Strategy & Analytics, AdventHealth) and Jared Flores (Founder & Managing Director, Data Flow) will share how they partnered to modernize investment portfolio metrics reporting with a data app that enables real-time value adjustments, audit logging, and vendor tracking. This tool has helped:

Reduce manual errors by enabling real-time portfolio adjustments Save hours of work by eliminating back-and-forth data corrections Increase confidence in reporting with a fully auditable, write-back-enabled workflow Join us to see a live demo of the app in action and hear how AdventHealth uses Sigma Data Apps to drive efficiency and accuracy in investment data management.

➡️ Learn more about Data Apps: https://www.sigmacomputing.com/product/data-applications?utm_source=youtube&utm_medium=organic&utm_campaign=data_apps_conference&utm_content=pp_data_apps

➡️ Sign up for your free trial: https://www.sigmacomputing.com/go/free-trial?utm_source=youtube&utm_medium=video&utm_campaign=free_trial&utm_content=free_trial

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