THE DATA APPS CONFERENCE
AdventHealth’s investment team needed a better way to merge the need for real-time reporting for portfolio metrics and managing portfolio adjustments, moving beyond outdated, static reports that slowed decision-making and introduced inefficiencies.
In this session, Kelly Booth (Director of Data Strategy & Analytics, AdventHealth) and Jared Flores (Founder & Managing Director, Data Flow) will share how they partnered to modernize investment portfolio metrics reporting with a data app that enables real-time value adjustments, audit logging, and vendor tracking. This tool has helped:
Join us to see a live demo of the app in action and hear how AdventHealth uses Sigma Data Apps to drive efficiency and accuracy in investment data management.
Once registered, you'll have access to all sessions from The Data Apps Conference.