Creating a Global Portal for Managing and Storing Fund-of-Funds Documents

Business Challenge

A large global fund-of-funds firm was using multiple data stores and folders to access document and data. Both internal and external users were frustrated with the content access and updating process. Too much time was being spent on updating and searching the multiple content & data stores.


Kohesiv team performed a quick analysis and gathered requirements to design and develop a portal platform that included rich functionality of enterprise content management, collaboration, business intelligence, and enterprise search, It was replicated across 8 global locations, and clients had a personalized view of their positions, balances, and trades & research information.


This project was completed within an aggressive timeframe of 6 months and both the internal & external users were from the rich portal functionality.

Contact Information

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