Wealth Planning & Client Management Platform
35% Faster Financial Plan Delivery
A wealth planning and financial management platform designed for a boutique wealth management firm to improve operational efficiency and client servicing at scale. The solution automates long-term financial projections across account types, centralizes client data and plans, and extracts financial information from documents to reduce manual effort.
Key Features
Comprehensive Financial Projections:
The platform projects future balances across all of a client's retirement and investment accounts, providing a clear and unified financial outlook.
Centralized Client & Plan Management:
All client information, assumptions, and financial plans are managed in one system, simplifying operations and improving data consistency.
Automated Financial Data Extraction:
Relevant data is automatically extracted from financial documents such as tax returns, reducing manual input and improving data accuracy.
Intelligent Scenario Comparison:
Easily compare existing and proposed investment structures to generate and present multiple scenarios quickly.
Results and Impact:
35% Reduction in Plan Turnaround Time:
Automated projections and centralized workflows significantly accelerated financial plan delivery.
30% Reduction in Operational Costs:
Lower manual effort and reduced rework decreased the cost of producing and managing financial plans.
Increase in Advisor Productivity:
Advisors were able to manage more client plans simultaneously without increasing team size.
Improved Client Experience & Engagement:
Faster plan delivery and clearer projections strengthened client confidence and decision-making.
Similar Solutions We Can Build:
Wealth Management Analytics Dashboard:
An advanced dashboard providing real-time insights into client portfolios and long-term projections.
Intelligent Document Processing for Financial Firms:
An AI-driven system that extracts, validates, and structures data from financial documents such as tax returns and statements.
AI-Powered Client Onboarding & KYC Platform:
A solution that automates client onboarding, document collection, and verification to reduce administrative effort.