cBI Focus Vision

The central platform for institutional investment and financial data

Integrate reporting and analytics into a scalable, consistent data platform.

Overview

cBI Focus Vision - The reporting and analytics platform for institutional financial management

Cloud-based platform for consistent reporting, advanced analytics, and data-driven decision support

cBI Focus Vision is the SaaS-based reporting and analytics platform within the cBI Focus product suite.
Built on Power BI Embedded and the Microsoft cloud architecture (Fabric / OneLake), it provides an integrated environment for consistent reporting, advanced analytics, and decision support for financial management.

The standard investment reporting module is based on a data architecture oriented on the FundsXML standard.
In combination with AI-supported data mapping, this enables a "Ready-To-Go" approach to data integration: upstream systems can be connected in a structured and efficient way with significantly reduced business and technical mapping effort - while maintaining high compatibility and scalability.

cBI Focus Vision combines proven financial management concepts with modern data and AI-driven approaches in data management. Preconfigured data models, reports, and analytical logic enables a fast time to value with high transparency and traceability - without requiring dedicated IT infrastructure or complex implementation projects.

The platform is modular and extensible, forming the central foundation for additional products within the cBI Focus suite - for example, for integrated planning and writeback processes.

Benefits

Faster access to reliable insights

Simplify the integration of your data, automate reporting processes, and establish a consistent foundation for analytics across system boundaries.

Central data integration

Central data integration

Consolidate fragmented source systems into a central and consistent data foundation.

AI-supported standardization

AI-supported standardization

Überführen Sie heterogene Datenformate automatisiert in eine FundsXML-konforme Zielstruktur.

Integrated analysis

Integrated analysis

Provide reporting, dashboards, and analytics seamlessly and directly within cBI Focus Vision.

Secure cloud architecture

Secure cloud architecture

Built on Microsoft Azure - ensuring high security standards, scalability, and future readiness.

Reliable data foundation

Reliable data foundation

Establish a unified foundation for reporting, analytics, and operational financial management processes.

Fast integration of new data sources

Fast integration of new data sources

Accelerate the integration of new data sources through automated and AI-supported data mapping.

Features

Features for connected financial data and modern reporting

cBI Focus Vision combines core capabilities for data integration, standardization, reporting, and analytics within a scalable platform architecture for institutional financial processes.

Consolidate fragmented source systems into a central, consistent data foundation.

Transform heterogeneous data formats into a flexible FundsXML-aligned target structure through automated processes.

Leverage preconfigured reporting, dashboards, and analytics directly within cBI Focus Vision.

Benefit from a Microsoft-based cloud architecture with high security standards, scalability, and future readiness.

Visual zur zentralen Datenintegration
Visual zur AI-gestützten Datenstandardisierung
Visual zur integrierten Power-BI-Einbindung
Visual zur sicheren Azure-Architektur

Implementation & Licensing

Available on the Microsoft Marketplace

cBI Focus Vision is available as a central platform for data and reporting and integrates seamlessly into existing Microsoft environments.

Entry into a unified data platform

Obtain cBI Focus Vision via the Microsoft Marketplace and establish a consistent foundation for reporting, analytics, and data integration.

Available here soon Request demo

Release on the Microsoft Marketplace is in preparation.