RCLCO Fund Advisors
Faster, more accurate reporting to meet investor expectations for greater transparency
“Pereview is the most suited to what we need, which is a standalone asset management platform with a lot of flexibility to allow us to do more self-service with Power BI, rather than having to get into the code.”
Managing Director,
Reporting/Finance and Chief Compliance Officer at RCLCO
About RCLCO Fund Advisors
RCLCO Fund Advisors (RFA) is a leading real estate investment advisory firm providing data-driven consulting and investment management solutions to institutional investors.
Challenges
With data siloed across formats and systems, RFA struggled with aggregation, analysis, and reporting.
Solution
RFA chose Pereview for centralized asset management that integrates with existing systems, enabling data consolidation, self-service reporting, and responsive support.
Results
- A single source of truth for all asset and portfolio data.
- Faster, more accurate reporting for better transparency.
- Optimized decision-making with data-driven insights.
- Expert support, customization, and scalability from Pereview’s Client Services team.
RCLCO By The Numbers
$100B
Real Estate Equity Advised On
15
Years in Business
RFA's Transformative Journey to Modern Asset Management
Challenges
Managing data across a diverse portfolio of institutional investments presented significant challenges for RFA.
- Data was scattered across multiple formats – PDFs, Excel, and Word files – making it difficult to extract insights efficiently.
- Clients’ reliance on multiple systems further complicated data aggregation.
- Managing investment structures such as waterfall calculations, promote structures, and percentage splits added additional complexity to reporting and decision-making.
The firm’s Managing Director, Reporting/Finance and Chief Compliance Officer noted, “That model becomes a nightmare when you’re trying to do any form of analysis because all your data is scattered across the universe. Just finding the answer to a question about an asset can be more difficult than it needs to be.”
Solution
RFA initially attempted to implement an alternative asset management system but encountered implementation challenges, including poor support and responsiveness. Seeking a better solution, RFA selected Pereview, the industry’s only all-in-one asset management platform.
With Pereview, RFA gained:
- A centralized system for data consolidation.
- Seamless integration with existing accounting and property management systems .
- Flexibility to perform self-service reporting through Power BI.
- Responsive support from a knowledgeable team of industry professionals.
“We’re probably just scratching the surface on what Pereview will empower us to do. As we continue to push the platform, we’re seeing how valuable the full capabilities will be to increase our internal efficiencies and help our client make better, data-based decisions.”
Results
Centralized Data Management
Pereview eliminates silos and improves consistency across RFA’s portfolio.
Enhanced Reporting
Data aggregation has significantly reduced the time RFA spends on reporting, increasing investor transparency.
Improved Decision-Making
RFA now gains actionable insights through streamlined data access and analysis.
Scalability and Support
Pereview’s responsive team of experts ensures customization and continued success for RFA.
Centralized data management
Enhanced reporting
Improved decision- making
Scalability and support
