Startup Idea: SaaS Solution for Equity Mutual Fund Portfolio Management

Startup idea to develop a Software as a Service (SaaS) platform that simplifies the process of tracking equity ownership across several mutual fund strategies within a large asset management firm. The software should also offer visualization and analytics of transaction data.

I am an investment analysis at a large global asset management firm with several offices around the world. I work as part of an equity mutual fund portfolio management team.

My company is a very large organization with many different mutual fund strategies, all of which own stocks in different companies. It is very hard to track which mutual fund strategy owns which securities, as well as transaction dates and prices paid for stocks.

Yes, I would definitely pay for software to solve this. The ideal solution would be a SaaS based service that is up to date and allows for visualization and analytics.

This software would be helpful as it would allow for greater transparency of ownership of equity securities and would allow for better data collection across our enterprise.