How Realterm Transformed Data Management with REALTY|share to Drive Global Efficiency
“We spent time with the REALTY|share team explaining our needs and requirements. They listened to my plans for the long-term desired accomplishments of the Realterm Records program and provided solid advice as to how they can help us achieve desired results.”
Leanne Possoit-Ross
Director - Records Management
Business Challenge
As Realterm prepared to become a Registered Investment Advisor (RIA) in 2023, it needed to streamline business processes and enhance information governance. Rapid global expansion led to increased data sprawl, legacy repositories, and unintegrated records systems, causing inefficiencies and compliance challenges. Realterm sought a unified, structured approach to data management.
Solution in Action
Realterm implemented REALTY|share, developing the Realterm Document Vault (RDV), a centralized platform that:
REALTY|share’s intuitive interface improved accessibility and reduced data duplication while maintaining security and regulatory compliance.
Future Plans for REALTY|share
“We still have more work to do, but we’re well on the road to success with the added ability to innovate which is a huge bonus,” explains Ross. Ross has engaged various business units, and they are now building and innovating onto what records management has created and their processes are flowing directly into REALTY|share. Beyond records, the company has future plans for an integration with Microsoft Dynamics as well as other applications they have created in house.
About Realterm
Realterm is an independent manager focused on the transportation industry. We acquire, develop, finance and manage differentiated real estate and infrastructure assets serving land, air, sea and rail networks across the world. Realttlerm currently manages over 12 billion USD in assets on behalf of global institutional investors. Learn more at Realterm.com.
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