Standard Report LLC Releases its New UPMONTH Application, Offering Never-Before-Seen Functionality in Document Management for Long Term Investors

Share Article

Standard Report LLC, a leader in qualitative analytics for the investment management industry, releases the new version of UPMONTH.

UPMONTH, a Software-as-a-Service offering, eliminates the need for manual file tagging (replaced by machine-assisted organization) and offers enhanced document alerts as well as an intuitive natural language interface to extract stored knowledge.

This is the result of months of development in close collaboration with four leading endowments. “We took the input from our clients to design and deliver a technology that addresses the pain points communicated to us about their existing process and technologies,” said Borzou Azima, CEO of Standard Report.

Market research provided by Cordatius LLC, a leading advisor to Long Term Investors, indicates that many vendors have technologies that create extra tasks for the investment team. UPMONTH offers investment offices the opportunity to escape from the traditional hassles of knowledge management.

“By using Artificial Intelligence and Machine Learning techniques, we were able to reduce their workload significantly,” says Borzou. “The client can simply drag and drop their files or auto-forward emails from their inbox. The system organizes the files across many dimensions, including document type, investment strategy or sentiment, among others, allowing clients to find answers fast."

“We are inundated with documents on a daily basis. Deciding how to classify and file them creates a wave of micro-stresses in our day. UPMONTH eliminates many of these, leaving us more relaxed and confident, as well as freeing up our time. It is a win on both sides of the effort/effectiveness equation,” said Michael Nicks, Director of Investments at Pepperdine University.

Standard Report continues their research and development on UPMONTH to provide the next generation of functionalities that would solidify their position as the pre-eminent qualitative analytics provider for investment offices.

About Standard Report/UPMONTH
Standard Report LLC is a global provider of investment technology for document management, focused on investment offices. Its solutions are used by leading Long Term Investors’ investment offices to store, manage, and extract all types of documents associated with investments and operations. For more information, visit
#nomorefolders #nomoretags

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Borzou Azima

Jared Bloom
since: 12/2015
Follow >

Visit website