SONEKA, the essential tool for Asset Managers: Testimonies from SONEKA users in Spain

Armando: I am Armando Carrera Asset Manager of the company and I am part of the Asset Management team that manages the portfolio Montepino of Valfondo.

Lucia: Hello, I am Lucía Ortiz and I started managing the Montepino portfolio two years ago, when I joined Valfondo. I am in charge of the Asset Management team, a team that has grown considerably in recent times, as our portfolio grew, we are now a team of 5 people.

How has SONEKA influenced your daily tasks?

Armando: It optimized the processes we had put in place before.

Lucia: In reality, it is a change in mentality at all levels, we have forgotten and we have managed to abandon, on several occasions, the continuous generation of Excel files and their constant updating, to move towards greater agility, the veracity of the data, which has allowed us to make much more agile decisions and have a greater capacity for analysis.

Can you tell us more about how SONEKA helps you manage data, make it more accurate, and automate reporting?

Armando: Thanks to SONEKA, we were able to unify data from different departments and extract it into reports.

In particular, could you tell us more about how the SONEKA team supports and adapts to Montepino's specific needs?

Lucia: In fact, it has evolved since the beginning and it is true that the SONEKA team accompanied us in all these changes, because the needs fluctuated as we got to know the functionalities of the tool.

Initially, it was a tool dedicated to asset management, then the project became much more strategic, as an integral digital platform for the entire company, to which financial, legal and other services have access and, with all these changes, it is thanks to our entire team and the efforts of SONEKA that we have managed to integrate it into our daily lives.