How Elkano Asset Management automates the generation of its investor profiles and PDF reports

KEY FIGURES

100% of investor profiles automated‍

0 manual data consolidation‍

1 click for a full PDF report VS 2 to 3 hrs before

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THE CHALLENGE

At Elkano Asset Management, client knowledge is at the heart of every investment decision. But before any analysis could happen, everything had to be consolidated first: scattered internal data, calculations redone by hand, reports produced one at a time. A time-consuming process for a team of 5, for whom time is the most precious resource.

The result: carefully built investor profiles that were rarely up to date, and a disproportionate amount of energy spent producing documents rather than analysing them. A situation also faced by Unibail-Rodamco-Westfield, whose business teams relied on the Data team to access their figures.

Before the project began, several key challenges were identified:

• Automating the consolidation of investor data from internal sources
• Automatically generating analyses, charts and calculations for each profile
• Producing ready-to-use PDF reports with no manual intervention
• Providing a simple interface for users and a back office for administrators

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THE SOLUTION

Qolaig developed the Elkano Investor Profiles Platform, a custom digital application that centralises internal data and generates complete investor profiles in real time, along with their analyses, charts and associated PDF reports, with no manual intervention.

01. Automatic generation of investor profiles

Using Elkano’s internal data, the platform builds and updates each profile automatically. Performance calculations, key indicators, investment history: everything is aggregated and formatted without anyone having to touch a spreadsheet.

02. Built-in visualisations and analyses

Each profile comes with dynamically generated charts: portfolio performance over time, asset allocation, risk indicators. Raw data becomes clear visuals, ready to use in conversations with investors.

03. One-click PDF export

The platform generates structured, professional PDF reports, ready to be shared with investors or archived. No more manual formatting or assembling documents one by one. The same automatic document generation approach was deployed at Pan Distribution for its contracts.

04. User interface and admin back office

Team members access their profiles through a clear, intuitive interface. Administrators have a dedicated back office to manage users, profiles and platform settings independently.

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RESULTS

• 100% of investor profiles generated and updated automatically
• Zero manual data consolidation needed to produce an analysis
• PDF reports generated in one click, ready to share immediately
• A complete, always up-to-date view of every investor, available at any time

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RETURN ON INVESTMENT

In a team of 5, every hour spent assembling data is an hour taken away from analysis and advice, where value is truly created. By fully automating the production of profiles and reports, Elkano Asset Management frees up mental bandwidth, reduces the risk of errors from manual handling, and always has an up-to-date view of all its investors. The platform doesn’t replace the portfolio managers’ judgement: it gives them the conditions to exercise it fully. As at Dana Avocats, automation gives skilled time back to high-value work.

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FAQ

How much does an AI workshop with Qolaig cost?

The AI workshop costs €5,000 excl. VAT for one day on site. 50% of this amount is deducted from development fees if the project moves forward.

How long does it take to deploy a solution?

The first use cases are usually live 2 to 6 weeks after the workshop.

Is our data kept confidential?

Yes. It is never used to train third-party models and stays in your environment, with hosting suited to your GDPR requirements.

What did Qolaig deploy for Elkano?

A custom platform that automatically generates investor profiles, their charts and their PDF reports from internal data.

How long does it take to produce a report?

One click, compared with 2 to 3 hours of consolidation and formatting before.

Who manages the platform day to day?

Elkano’s administrators, through a dedicated back office that lets them manage users, profiles and settings independently.