Our Product

Our Product

EVERSTELL
Multi-Dimensional Platform

Everstell is a cloud-based profitability software solution that supports enhanced financial performance integrating industry-leading practices in profitability and cost management. Our software solution enables standardized and bespoke cost attribution across multiple dimensions using a turnkey all-in-one approach. The cost pools, activities, drivers, and dimensions can be easily customized to align with your firm’s unique operating model.

Industry Challenges

Asset Managers are facing a myriad of competitive and industry challenges. They are focused on incorporating capabilities of profitability and cost management into their business.

Revenue models are experiencing unprecedented fee compression

Operating margins are in secular decline

Other profitability options are expensive & time-consuming

Benefits of EVERSTELL

Improved Margins

Cost Savings

Accurate & Predictive Analytics

Improved Margins

Cost Savings

Accurate & Predictive Analytics

Cost Transparency

Enhanced ROI Measurement

Cost Accountability

Cost Transparency

Enhanced ROI Measurement

Cost Accountability

Cutting-Edge and Enhanced Management Reporting

Built to seamlessly integrate within your existing financial planning and analysis processes. 

Profitability Management

Transparency into revenues, expenses, and investments enhancing growth and efficiencies

Profitability Management

Transparency into revenues, expenses, and investments enhancing growth
and efficiencies

Performance Reporting

Scorecards, financial analytics,
and operational reporting

Scenario Analysis

In-depth analysis and
interpretation of what-if scenarios using profitability models and allocations

Budgeting

Building a firmwide plan with measurable and actionable results

Forecasting

Ongoing plan management based on expected firm results

Designed for Simplicity

An integrated Profitability Management Platform enabling you to rapidly set up a profitability model that is agile enough to quickly adapt to changes in your data, business, funds, and strategies. 

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4 Step Approach

Everstell’s 4 Step Approach Provides significant results, analytics, and dynamic reports and visualization. It is integrated within your finance operating ecosystem and minimally impacts finance operating model processes. 

01

Setup



Setup profitability module and strategies

02

Source Data

 

 

 

 

Source financial, volume metrics and other data into Everstell

03

Testing

 

 

Review, Conduct user experience testing and cut over management

04

Analytics

 

 

Finalize model, analytics, reporting and KPIs

Clients may opt for an Everstell-managed service support model for their ongoing profitability production processes
(e.g., monthly, quarterly, and/or annually).

Discover How EVERSTELL is Empowering our Clients

Supporting a Leading Global Investment Firm with Profitability Management

Everstell is supporting a leading global investment firm with approximately $80 to $100 billion in assets under management, multiple global offices, and multiple strategies with profitability analytics and reporting.

Supporting a Leading Global Investment Firm with Profitability Management

Everstell is supporting a leading global investment firm with approximately $80 to $100 billion in assets under management, multiple global offices, and multiple strategies with profitability analytics and reporting.

Supporting a Large Hedge Fund Re-design its Management Reporting and Cost Allocation

Everstell developped guiding principles and methodologies for revenue attribution, cost allocation, and reporting (both at the expense and profitability level).

Supporting a Global Alternative Investment Firm

Everstell is supporting a global alternative investment firm focused on asset-backed credit, whole loans, real assets, and private equity with profitability allocations and management and reporting.

Supporting a Large Hedge Fund Re-design its Management Reporting and Cost Allocation

Everstell developped guiding principles and methodologies for revenue attribution, cost allocation, and reporting (both at the expense and profitability level).

Supporting a Global Alternative Investment Firm

Everstell is supporting a global alternative investment firm focused on asset-backed credit, whole loans, real assets, and private equity with profitability allocations and management and reporting.