The customer
Windstream Partners LLC is a US-based outsourced C-Suite provider delivering high-quality operations, finance and reporting services to over 40 hedge funds.
The challenge
With a growing portfolio and increasing reporting demands, Windstream sought to modernise its performance reporting infrastructure to improve accuracy, reduce manual effort, and scale operations.
The approach
Windstream selected HUB Performance Reporting, a SaaS solution that automates and governs reporting workflows:
- Ingested and standardised performance data across all internal and external sources
- Implemented complex calculations and logic with exceptions flagged automatically
- Automated report production with ability to share and review
The solution demonstrated HUB’s ability to handle Windstream’s reporting needs with flexibility, speed, and precision.
The outcome
Windstream successfully transitioned from manual reporting to a governed, automated process. Key benefits included:
- Improved accuracy and consistency in performance metrics
- Faster reporting cycles, reducing time-to-delivery
- Scalable infrastructure to support future fund launches
- Enhanced auditability and governance across reporting workflows
Implementation highlights
- Zero-cost PoV: Delivered under NDA with full onboarding support
- Lightweight Implementation: onboarded with limited disruption to the team
- Simple & Straightforward Commercials