EFSI Partners With GRMA To Provide EFSI Clients With Investment Data Aggregation and Comprehensive Reporting Services

Leading alternative investment industry fund administrator, EFSI, has completed its latest partnership, this time with leading fintech and advisory firm, GRMA.

GRMA provides a complete and cost-effective Software as a Service solution (SaaS) to both asset managers and asset owners for all types of investment-related data aggregation and internal and external reporting. GRMA’s comprehensive solution features include cloud data management, performance attribution, investor reporting, regulatory reporting, portfolio and risk management and ESG reporting.

Alternative investment fund managers and family offices often struggle because their investment data is scattered in multiple places such as with their administrator, custodian, and on spreadsheets and they have no analytics and are performing their reporting using Excel.  GRMA’s solution solves for all of these challenges and is not only cost effective but also does not require any technology build or buy and software to run and maintain.

“By partnering with GRMA, we’re now able to offer our clients a comprehensive solution for data management and all types of reporting that will enable our clients with more tailored solution which will help them run their businesses better now but also as they grow and need to become more institutional” said EFSI Managing Partner, Anthony D. Mascia.

“We’re delighted to become an EFSI Partner,” said Samuel K. Won, Founder and Managing Director at New York-based GRMA. “We look forward to supporting EFSI and their clients fully meet the ever-increasing challenges in aggregating and managing investment data and producing robust reporting for various internal and external stakeholders.”