A New York-based private family investment group faced a significant challenge in managing its growing portfolio. Its existing investment management process involved manually logging into over 25 investor portals to gather capital statements, financial statements, and investor updates for over 125 unique funds. 
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This manual process was extremely time-consuming, requiring the team to spend over 10 hours per week collecting and processing documents. The Chief Operating Officer explained, “It felt like we were trapped in a never-ending cycle of manual document collection and data entry. Besides running the risk of fat-finger errors, which can impact downstream reporting, it took away from being able to focus on higher-value activities.”

‍The team knew it was time to look for a solution to save the team time and facilitate accurate reporting.

To address the team’s challenges, the family office decided to partner with Mantle Portal. “Mantle Portal has been a game-changer for us,” said the Chief Operating Officer. “We’ve been able to replace spending hours juggling dozens of investor portal logins to simply logging into Mantle Portal. From there, we can view all the information we need across our investments - all in one place.”

‍The platform empowers the family office's operations team with a number of high-value features, including:  
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‍Unified Document Access: Mantle Portal automatically collects and organizes all investment-related documents, including capital calls, distributions, investor updates, and financial statements, across investor portals. 
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‍Automated Statement Categorization & Organization: Mantle Portal intelligently identifies security/fund details across the family office's investments and connects them to the correct entities, offering search and filter tools for easy statement retrieval.
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‍Data Extraction & Highlighting: The platform automatically extracts information from large documents and highlights their exact location to eliminate guesswork and manual searching for the family office's team. 
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‍Dashboard Overview and Reports: Mantle Portal then uses that data to provide a clear, consolidated view across all of the family office's investments, including cash flow management and investment summaries for all accounts. 
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‍Data Export: Lastly, the family office's team can easily export data from Mantle Portal into a structured format to streamline their quarter-end reconciliation process and facilitate further analysis.

Implementing Mantle Portal has modernized the family office's internal processes, allowing the company to shift from a highly manual to a streamlined, automated one. Instead of hiring additional team members to keep up with its growing portfolio, they have reduced the amount of time spent on investment management, saving 1-2 hours per day with Mantle Portal’s auto-collection and organization of documents alone. 

“Mantle Portal has been a huge asset to our team,” says the Chief Operating Officer. “There’s been a noticeable improvement in the team’s overall morale, and with more time, we’re able to focus on doing what we do best.”