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Return Insight is a solution we created specifically for Investment Managers looking to automate their monthly reporting process. It works by automatically consolidating formatted reports, such as PDF documents, into a database, such as Excel – extracting all key data along the way. We decided to build a specific tool after we realised pre-existing data-consolidation tools available in the marketplace were too expensive / too industrious and lacked the necessary data protection for Investment Managers. Return Insight not only negates these issues, it also offers a significant number of benefits over a manual process, including it’s unrivalled potential to save time, increase depth of client reporting and ensure accuracy. We also offer a wide range of support services to our clients, leveraging our industry experience and understanding of advanced Business Intelligence solutions. This includes creating dashboards from complex sets of data, analysis consultancy, IT system integration as well as creation of customized solutions for individual clients in order to enable efficient performance and revenues maximization.

Return Insight Questions

The Return Insight annual revenue was $5.5 million in 2026.

Return Insight is based in New York City, New York.

The NAICS codes for Return Insight are [541, 54].

The SIC codes for Return Insight are [87, 874].

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