Hidden Revenue Leakage
Management doesn't realize that a specific advisory team is heavily discounting their fees to win business, destroying margin.
Operations Analytics
Executive Operations
Visibility across Funds Under Management (FUM).
We aggregate data from your portfolio management system, CRM, and custodial feeds into executive dashboards tracking FUM growth, asset class allocation, and fee revenue.
- Unified BI dashboards tracking core metrics (Net Inflows, FUM Growth, Client Churn) in real-time across the firm
- Adviser scorecarding to identify which relationship managers are consistently driving the highest net new assets
- Real-time tracking of asset class concentrations to manage firm-wide risk exposure
Data silos hide true operational efficiency.
Wealth executives are forced to make strategic decisions with fragmented data. If client acquisition is tracked in the CRM, FUM is in the portfolio system, and revenue is in the accounting software, calculating the true profitability of a specific advisory team is nearly impossible.
Siloed Performance Data
You cannot easily graph marketing spend against net new assets because the data lives in disconnected systems.
Reporting Fatigue
Analysts spend hours every morning manually extracting and merging data from different regional systems to build the weekly flash report.
The deliverables
Command centers for wealth executives.
We engineer data aggregation platforms that give leadership the real-time insights needed to manage risk and grow FUM.
Live Firm Control Towers
High-level visual dashboards tracking live FUM balances against forecasted growth targets.
Data Warehousing
Pipelines that extract data from disparate systems (CRM, Custodians, Marketing) and normalize it in a highly secure cloud data warehouse.
Adviser Yield Analytics
Visual tools to track the true profitability of relationship managers by merging their salary costs with the fee revenue they generate.
Automated Board Reporting
Dynamic engines to instantly generate standardized PDF reports for the investment committee or board of directors.
Featured Wealth Platform
Modernizing fund operations.
See how we helped a boutique funds management firm digitize their archaic, paper-based onboarding process, allowing them to verify complex trust structures via API and secure $50M in new capital entirely online within the first month.
WealthTechDigital Onboarding
Project Overview
Frictionless, compliant capital raising.
We developed a highly secure application flow that intelligently adapts based on the entity type (Individual, SMSF, Company). It automatically queries ASIC and identity registers for real-time AML/KYC checks, generating a pre-filled, compliant digital mandate for the investor to e-sign.
Frequently Asked Questions
Common questions about wealth tech.
How do you handle complex entity structures (Trusts, Companies, SMSFs)?
We build dynamic logic into the digital application. If a user selects 'Corporate Trustee for a Trust', our React form automatically generates the exact required fields for beneficial owners, drastically simplifying what is traditionally a confusing 40-page PDF.
Can you integrate with Portfolio Management Systems (e.g., Praemium, Iress)?
Yes. We build secure API middleware to pull real-time portfolio data, asset allocations, and historical performance from your core systems, displaying it securely within the custom investor portal.
How do you ensure data security for high-net-worth clients?
We implement enterprise-grade IAM (Identity and Access Management) using Auth0 or Okta. We enforce strict Multi-Factor Authentication (MFA), ensure all data is encrypted at rest, and use secure document vaults to eliminate sending sensitive tax files over email.
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Modernize your wealth
and funds management operations.
From compliant digital onboarding of complex entities to highly secure, premium investor portals, we build software that drives capital growth and operational efficiency.
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