UK wealth managers — discretionary + advisory — Avaloq, Pulse, NextWealth — portfolio reporting, client comms, suitability monitoring.
UK wealth managers — discretionary + advisory — Avaloq, Pulse, NextWealth — portfolio reporting, client comms, suitability monitoring.
Avaloq or custom feeds piped into a templated client-report engine, performance commentary drafted from market data, partner reviews on the iPad. The quarter that doesn't eat the firm.
Meeting prep pack assembled the night before, talking points generated from portfolio drift and life events, follow-ups logged into the suitability record. The relationship manager prepared, not winging it.
Risk-profile vs allocation monitored continuously, drift flagged, suitability documented. The compliance moat that catches the issue at month two, not at the FCA visit.
Performance attributed by allocation, security selection, currency — per portfolio, per strategy, per advisor. The conversation the IM committee needs, not the spreadsheet they tolerate.
Every trade, recommendation, and client communication recorded with a suitability link. The compliance file ready before the FCA visit, not assembled in panic when it arrives.
House views, manager research, strategy papers, regulatory updates — searchable from the meeting prep, the IM committee, the client call. The investment brain the senior partner can't take when they leave.
A £180M-AUM wealth firm ran portfolio admin on Avaloq but built every quarterly client report by hand in Word. Five-week build: Avaloq feeds piped into a templated report engine, performance commentary drafted from market data and benchmarks, partner-review queue on iPad. Two quarters on: report cycle dropped from 18 days to 6, the firm took on 14 new families across the next half-year without adding ops headcount.
How we measure: report-cycle days = quarter-end date to last-report-issued date, weighted by AUM across 84 client portfolios; ops-team hours logged via timesheet, prior-quarter vs post-build, partner-review latency tracked daily during cycle.
If your work isn't exactly this, the nearest sectors share the rhythm. Or browse every industry we build for.
Bring a recent quarterly report and the IM committee deck. We diagnose from the numbers.