How AdventHealth and Data Flow Modernized Investment Data

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way to merge the need for real-time reporting for portfolio metrics and managing portfolio adjustments, moving beyond outdated, static reports that slowed decision-making and introduced inefficiencies.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:

• Reduce manual errors by enabling real-time portfolio adjustments
• Save hours of work by eliminating back-and-forth data corrections
• Increase confidence in reporting with a fully auditable, write-back-enabled workflow

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.