In this episode, we explore how a tech-enabled fund administration and investment services firm transformed its investment reporting by partnering with Datamatics to build a fully Salesforce-native IRR calculation engine that delivers real-time visibility into fund performance. Facing growing complexity in investment cash flows and challenges with manual Excel workflows, the firm needed a solution that could handle irregular intervals and evolving valuations with enterprise-grade accuracy. Datamatics embedded a custom IRR engine using XIRR logic directly into Salesforce, designed a flexible investment data model, and enabled dynamic classification and calculation without code changes, eliminating manual work and accelerating investor reporting. The result was faster, more accurate decision-making, reduced operational risk, and export-ready insights at the click of a button as fund data changes in real time — a step change in performance reporting for the client. https://www.datamatics.com/resources/case-studies/revolutionizing-fund-insights-with-a-salesforce-native-irr-engine (datamatics.com)