A leading Asset & Wealth Management firm faced the challenge of managing complex financial calculations and generating accurate reports within the fast-paced financial landscape. The firm relied on multiple systems and custom developments for data extraction and report generation based on the general ledger account hierarchy. However, this process proved to be inefficient, time-consuming, and error-prone, hindering their ability to make data-driven decisions and comply with regulatory requirements. The firm sought a solution to streamline financial calculations, improve data accuracy, and enhance agility in response to market dynamics.