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Manual data extraction from disparate systems for client presentations consumed weeks of advisors' time, introduced costly errors, caused regulatory noncompliance risks, and hindered scalability of investment management services.
Full-service investment consulting firm managing $1 trillion in assets, specializing in alternative investments like private equity, real assets, and hedge funds
Reduce client onboarding time from weeks to hours, achieve 80% operational efficiency gains, enable $63B+ alternative asset management scalability, and maintain 100% regulatory compliance through automated validation processes.