Analytics for wealth management firms. Unified client, portfolio, and operations data so advisors and operations leadership work from the same numbers.
Portfolio, CRM, and financial planning data are not connected in a single reporting layer
Do you integrate with custodial data from Schwab, Fidelity, or Pershing?
Yes. We build data pipelines from custodial data feeds, portfolio management systems, and CRM platforms into a unified client data layer. We normalize data across custodians so you can see a complete household view regardless of where assets are held.
Yes. We build automated compliance reporting pipelines that connect portfolio and transaction data to regulatory reporting requirements. This reduces manual preparation time and ensures consistency between internal and regulatory reporting.
How do you handle data privacy for client financial information?
We design data architectures that comply with applicable privacy and financial data regulations. All engagements include a data handling agreement and we work within your existing security and compliance frameworks.
How long does a wealth management analytics engagement take?
Most wealth management data foundation engagements run 10 to 14 weeks. We start with a 30-day Analytics Truth Audit that maps your current data landscape and identifies the highest-value improvements for client and advisor reporting.
Data analytics consulting for wealth management firms. Unify client, portfolio, and compliance data to improve advisor productivity and meet regulatory needs.
Data analytics for wealth management and RIAs. AUM, client, and portfolio metrics.
Wealth management in 2026 is being reshaped by AI-driven advisory services and the expectation of personalization at scale. The firms winning new assets are not the ones with the best products. They are the ones who can see a complete picture of every client relationship and act on it. We unify client, portfolio, and compliance data so your advisors have the information they need to have better conversations and retain more assets.
We pull together your client info, portfolio details, and compliance data into one spot. No more hopping between systems.
We make dashboards that advisors and clients actually want to use. They’re simple, clear, and show the data that matters. No fluff, just straight facts.
The 30-day Analytics Truth Audit identifies every manual reporting workflow and data gap that is costing your advisors time and your firm assets.