Maximize Portfolio Performance
Achieve seamless data integration and enhance decision-making with automated client reporting.
Our users work in
Sounds Familiar?
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Data Integration Issues
Lack of Real-Time Insights
Inefficient Client Reporting
How We Address Your Challenges
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Seamless Integration
Connect and unify disparate data sources for a comprehensive view.
Real-Time Analytics
Gain instant insights into portfolio performance and risk management.
Automated Reporting
Generate accurate and timely reports for clients effortlessly.
Why Tabula?
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Unify All Asset Data
Collect and aggregate data from various sources including market data, transaction records, and client information. Achieve a holistic view of your asset portfolio.
Streamline Routine Operations
Automate repetitive data tasks such as data cleaning, processing, and reporting. Save time and reduce the risk of human error.
Tailor Portfolio Management
Customize data flows, performance tracking, and client reporting to fit your portfolio management workflows. Adapt our platform to manage specific investment strategies and asset types.
Access Instant Insights
Monitor portfolio performance and risk metrics in real-time. Make informed decisions quickly with up-to-date data and analytics.
Empower Your Team
Provide your team with a user-friendly, self-service platform. Enable them to access and analyze data independently without relying on IT.
Real-Time Portfolio Management
Visualize performance and compliance with real-time data analytics.
Real-Time Performance
Monitor asset performance in real-time for informed decision-making.
Risk Assessment
Conduct continuous risk assessment to mitigate potential issues.
Regulatory Compliance
Ensure adherence to regulatory standards with automated compliance checks.
Client Reporting
Automate client reporting to provide timely and accurate insights.
Portfolio Diversification
Analyze and manage portfolio diversification to optimize returns.
Market Analysis
Perform comprehensive market analysis to guide investment strategies.
Transaction Tracking
Track and record all transactions for transparency and audit purposes.
Investment Strategy
Customize and monitor investment strategies for various asset classes.
Data Security
Implement robust data security measures to protect sensitive information.
Pricing
Learn Tabula use cases
Our clients 💘 Tabula
It is an excellent product!
I have enjoyed working on Tabula a lot. It has made working with data extremely simple and enjoyable at the same time. Digging into the data has never been so much fun. Thank you very much for this wonderful tool.
Abhijit Mandape, BI Analyst
Tabula is very user-friendly 🚀
Any non-technical person would be able to use it. Also, since there’s AI Chat built-in right into the tool, the learning curve is even smaller.
Abhishek, Product Manager
Amazing interface!
I thought it was user-friendly and quite easy to use. The interface is amazing; it’s simply a drag-and-drop. It is very useful for newbies and experienced Data analysts.
Tabula is a real game-changer for us 🔥
I lead AI and data teams, so managing a seamless flow of data and ensuring robust analytics is central to my role. Discovering Tabula has been a game-changer for our organization. Its AI-powered data automation and business intelligence capabilities have not only streamlined our data management processes but have significantly elevated our analytics game.
Jonathan Hodges, Head of AI
Marketing teams can get instant insights!
The marketing team can now get insights from messy data without bothering developers or data architects. It gives an unprecedented improvement in our analysis speed, a reaction to changes, and faster test and operations gains.
Vladimir Sitnikov, CMO, Constructor
I think Tabula is fantastic in its concept!
The road ahead will be ripe with opportunity and has the potential to bridge a gap where other providers fall short. Specifically related to the ease of use as compared to other platforms. The visual approach provides clarity to what data is traveling/updating where and the opportunity it provides from the product's ability to develop into a strong user interface anyone can learn is fantastic. Great team and I look forward to seeing it grow!
Scott Fraiser, Senior Product Manager
We help you grow
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Discuss your business challenges and sales KPI.
Go through the latest platform features.
Get help with workflow automation and report generation.