Wealth Management Workflows

What problem does it solve?

Wealth Management Workflows codifies repeatable, auditable advisory processes to remove manual coordination, inconsistent analysis, and ad-hoc reporting in client-facing wealth management. It ensures every client meeting, financial plan, rebalance, tax-loss harvest, report, and investment proposal is backed by standardized methodology, tool-driven computations, and documented assumptions.

Core Features & Use Cases

• Client review & meeting prep: automated portfolio performance, attribution, and risk diagnostics for concise meeting agendas and action items.
• Comprehensive financial planning: retirement projections, cashflow analysis, Monte Carlo probability-of-success scenarios, and tax/estate integrations for holistic plans.
• Portfolio rebalancing & execution: drift detection, optimisation (mean-variance, Black-Litterman, risk parity), lot-level trade lists, and tax-aware execution guidance.
• Tax-loss harvesting & compliance: candidate identification, replacement selection, wash-sale checks across household accounts, and documented tax impact estimates.
• Client reporting & proposals: quarterly report generation with attribution, scenario analysis, DCF and comps-based investment proposals, and auditable appendices.

Quick Start

Prepare a client meeting packet summarising portfolio performance, attribution, risk metrics, and 2 prioritized action items.