.png)
Investment reporting and monitoring had become a balancing act at Pontos. The number of private funds was increasing, Excel files were stretching to their limits. The manual consolidation of liquid assets reports drained both time and energy and important figures were updated with a delay. For Tom Järvi, CFO at Pontos, this wasn’t sustainable. “It wasn’t just about the workload,” he explains. “We didn’t have the visibility we needed to steer with confidence.”
Pontos’ biggest bottleneck was private fund reporting. Since data was only updated on demand, it made it difficult to get a timely view of performance and cash flows. At the same time, liquid asset reporting was handled manually in different places, leading to duplicated work and the risk of errors.
The team needed a solution that fit an investment company of their size, agile enough to adapt, but robust enough to handle the complexity of private assets. Automatic data imports were non-negotiable, and the system had to provide coverage across both private funds and the international subsidiaries within the group.
Jay stood out by combining all of this in one platform, backed by analysts who could respond quickly and reliably. “The mix of technology and people made the difference,” says Julia Hakulinen, Business Controller at Pontos. “After testing the system and seeing the results, we knew we could trust them to get things done.”
With Jay’s reporting portal, Pontos finally stepped off the spreadsheet treadmill. Manual work dropped, accuracy improved, and private funds could be monitored continuously instead of only on demand.
“Now we can check yield figures and cash flow forecasts whenever we need them,” says Tom. “It makes decision-making so much faster.”
The new setup also gave the management team a clearer lens on the company’s international structure. By building portfolio views by country and subsidiary, each board now gets tailored, transparent reporting.
Even small touches mattered. Adapting the portal with Pontos’ own colors and logo turned it from just another system into something that felt like part of their identity, a detail that boosted adoption and satisfaction across the team.
Since implementing Jay’s solution, Pontos has:
"The system solved our key challenges. Reporting is faster, the data is better, and we can focus on content instead of mechanics,” Tom says.
The journey doesn’t stop here. Next on the agenda for Pontos are scenario models for cash flow forecasting, new risk management tools, and deeper portfolio analytics by currency.
“The basics are in place,” Julia reflects.“The real value now is in building scenarios and preparing for the future.”
Pontos Group is a Finnish family office investing widely in different asset classes, with a focus on real estate and private equity investments. The company is committed to the long-term development of its portfolio companies in its operating areas in Finland, Estonia, the Netherlands and Portugal.
For more information visit: www.pontos.fi
Assets covered
Liquid and illiquid
Number of users
4
Geography
Finland, Estonia, the Netherlands and Portugal
Target Solutions
Making the complex simple. Created by asset managers for asset managers.
Private banking, redefined. Offer your clients a complete view of their wealth and empower your team with the tools to deliver truly personalized advice. From listed to unlisted assets - built on reliable data that drives better decisions and strengthens client relationships.
→
Deliver a fully consolidated view of your wealth
→
Behind every great advisor is a great system
→
Stand out with a modern digital experience
→
Help advisors stay one step ahead
Our platform offers a way for Asset Managers to differentiate themselves from their peers through cutting-edge digital services, driving new business and increasing customer loyalty.
→
Improve customer experience
→
Empower advisors with total portfolio control
→
Benefit from professional data management
→
Our all-in-one solution empowers Family Office professionals to prioritize asset management while delivering customized, cutting-edge reports and visualizations to their stakeholders.
→
Improve customer stakeholders experience
→
Visualize complex structures in a simple, yet accurate way
→
Empower Family Office professionals with total portfolio control
→
Reduce costs
Our comprehensive solution enables Private Investors to effortlessly maintain control over their total wealth and monitor the performance of their investments and partners.
→
All assets in one place, accesible anywhere at any time
→
Gain a holistic view of your entire wealth
→
Empower yourself to do better investment decisions
→
Our all-in-one solution empowers Institutional Investors to prioritize portfolio management and supervision while delivering customized, cutting-edge reports and visualization to their stakeholders.
→
Gain a holistic view of the portfolio
→
Simplify data aggregation
→
Benefit from ready-made visualizations and reports
→
Improve data accuracy
Our platform enables Fund Companies and GPs to differentiate themselves from their peers through cutting edge reports and digital services, driving new business and increasing customer loyalty.
→
Empower clients with actionable insights
→
Improve operational efficiency
→
Reduce cost
→
With our Operational Services, you can redirect your attention to your core business, reducing expenses and taking advantage of a specialized team of professionals.
→
Focus on your core business
→
Tailored management services
→
Portfolio data management
→
Reduce cost
Offering
We offer a user-friendly platform that seamlessly integrates data management, reporting, and analysis to deliver actionable insights and to support informed financial decision making.
Bringing portfolio control to the next level
A consolidated view of total wealth, improving financial planning of intricate client structures.
Simplifies portfolio creation and changes for investment professionals.
Improves customer experience and insights into wealth composition
Master your private assets with greater precision
Saving valuable time and costs by increasing efficiency and streamlining operations.