Hamburg, 7. October 2021 – The introduction of specialised asset and portfolio management software can be mapped as model process for many areas. Mixed teams with a maximum of two to three key persons, the definition of a basic set of requirements without detailed criteria, and flexible time frames represent the main factors for the most effective implementation of a software solution. This was unanimously suggested by Christine Jung of Industria Wohnen, Matthias Lindemann of Captiva Asset Management and Frank Baier, the COO of the Funda-menta Group, within the framework of the “easol talk” digital panel of experts. All three of these asset managers use the bison-box platform within the easol suite. The biggest advantages of the solution, according to the companies, include the feed-in of service provider data via inter-faces (e. g. with the respective property management), reporting templates that can be used for key dates, and comprehensive budget control. Among the persistent issues, in their opinion, are the differences in data aggregation methods, while a nice-to-have would be a specification of reporting options.
Marko Broschinski, Managing Director of easol, commented: “Users generally agree that platforms like bison.box make the work of asset managers and portfolio managers considerably more efficient. Keeping all property-related data in a centralised and time-based manner in a single location, rather than in countless Excel spreadsheets in all sorts of different versions, is a decisive competitive advantage.” Client requests for customising software solutions are increasingly perceived by the software vendors as helpful stimuli rather than as stumbling blocks. Broschinski added: “The requests from our clientèle, the easol community, intersect to a large degree, paving the way for a steadily progressing standardisation of our products for the benefit of all.”
Among the imminent development of the coming months is the adaptation of bison box to the ESG regulations. Broschinski: “Although the ESG regulations have yet to be finalised in their binding version, we already undertook first steps within the community toward another stand-ardised building block within the easol suite.”
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