Automated Client Reporting System
The Challenge
Wealth managers were spending 15+ hours weekly creating client reports manually in Excel. High-net-worth clients demanded real-time portfolio visibility and professional-grade analytics. The manual process was error-prone and didn't scale as the firm grew its client base.
Our Solution
Developed a white-labeled client portal with real-time portfolio tracking, automated monthly/quarterly reports, goal-based planning tools, and risk analytics. Integrated with 5 major custodians for automatic data synchronization.
Our Approach
Mapped existing reporting workflows and identified automation opportunities
Built custodian integration layer supporting multiple data formats and APIs
Designed responsive client portal with role-based access controls
Created automated report generation engine with customizable templates
Implemented goal-based planning module with Monte Carlo simulations
Technology Stack
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