Wealth Analysis Platform
Key revenue driver — improved client acquisition for CA firm
Industry
FinTech
Project Type
Analytics
Year
2024
Stack
4 technologies
A chartered accountancy firm serving high-net-worth individuals needed a competitive edge in client reporting. Their advisors were spending hours manually consolidating data across equity, real estate, and debt instruments into presentation-ready reports. We built a platform that did this automatically — and turned it into a client acquisition tool.
- 01
HNI wealth spread across equity, debt, real estate, and alternative instruments with no unified view
- 02
Manual consolidation of portfolio data took advisors 4–6 hours per client per quarter
- 03
No standardised classification scheme for wealth segmentation across clients
- 04
Existing reports were inconsistent and lacked the depth that HNI clients expected
Custom analytics platform with individual wealth classification schemes, balance sheet mapping, and financial performance insights.
Report generation time reduced from hours to under 5 minutes
Platform became a key differentiator in pitching to new HNI prospects
Wealth classification engine adopted as internal standard across all client relationships
Client retention improved as advisors could provide deeper, faster insights
Project Details
Industry
FinTech
Type
Analytics
Year
2024
Reference ID
WealthSys
Tech Stack
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