Management Dashboards

Pepper’s dashboard solution

Dashboards for asset managers

Dashboards update Asset Managers with key metrics.

Everything from the number of deals they have waiting in the pipeline to the cash outputted by the portfolio in the current quarter.

Dashboards bring together information from all parts of the deal and asset lifecycle, collating and mashing up data from a wide variety of functional business areas, systems, documents, and reports.

The Pepper dashboard solution

Pepper is the only Investment Management platform that includes a fully integrated dashboard for Asset Managers.

These dashboards are designed to provide insights into the portfolio on dimensions like strategy, industry or geography vs the cash flows or exposures of the portfolio.

Pepper allows Asset Managers to built custom dashboards using tools like Tableau and Power BI.

Asset management dashboard with key portfolio metrics

The Pepper Design

Pepper dashboard benefits

Dashboards provide a way to collaborate on, present, and share key decisions with a wider audience including investors and deal partners
Visual representation of your key portfolio metrics providing new insights
Drill downs into key measures and identifying factors that are impacting the portfolio
Pepper dashboards pull data from the same golden data source without the need for expensive cleanups and reconciliation
No requirement of a dedicated IT team to build and deploy dashboards