Wealth Analytics Suite
The Challenge
Relationship managers prepared quarterly reviews manually in PowerPoint, often reconciling numbers from three different systems. Clients received inconsistent commentary across advisers.
Our Solution
We centralised data feeds, added configurable commentary templates, and surfaced alerts when portfolios drift outside agreed mandates.
Key Features Delivered
- Portfolio aggregation with nightly reconciliation
- Guided workflow for commentary and client follow-ups
- Compliance review queue with electronic sign-off
- Secure document delivery with read receipts
Project Gallery
Explore the project visuals
Technology Stack
Powered by industry-leading technologies
Business Impact
A team that previously spent days on reporting now finalises packs in an afternoon. Client satisfaction surveys highlight clearer explanations and fewer surprises.
Project Timeline
Discovery & Compliance Review
3 weeks
Aligned with compliance, defined data retention needs, and reviewed adviser workflows.
Platform Build
7 weeks
Implemented data integrations, portfolio drill-downs, and notification preferences.
Pilot Programme
4 weeks
Ran a pilot with six advisers, gathered feedback, and refined reporting templates.
Rollout & Training
3 weeks
Delivered classroom sessions, documentation, and analytics dashboards for leadership.
"Our advisers finally sit down with clients and discuss the numbers that matter, instead of apologising for conflicting spreadsheets."
Ready to Transform Your Business?
Let's discuss how we can help you achieve similar results
Related Projects
Trusted By Industry Leaders
Proven Track Record of Excellence
Delivering AI-powered solutions to enterprises worldwide with measurable ROI and lasting impact