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Automated Investment Advisory Portal with Integrated Data Analytics
  1. case
  2. Automated Investment Advisory Portal with Integrated Data Analytics

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Automated Investment Advisory Portal with Integrated Data Analytics

trigent.com
Financial services
Other industries

Operational Inefficiencies in Investment Advisory Services

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.

About the Client

Full-service investment consulting firm managing $1 trillion in assets, specializing in alternative investments like private equity, real assets, and hedge funds

Digital Transformation Goals

  • Integrate legacy systems into unified portal
  • Automate investment analysis and presentation generation
  • Reduce manual errors by 70%
  • Improve regulatory compliance
  • Enable discretionary investment decision-making
  • Scale client base through faster service delivery

Core System Capabilities

  • Multi-system data integration wizard
  • Automated search book generation
  • Customizable investment manager evaluation framework
  • Real-time compliance validation engine
  • Discretionary investment decision support module
  • User preference management system

Technology Stack

.NET framework
SSIS packages
Data warehousing solutions

System Integrations

  • eVestment
  • D365 CRM
  • Alternative asset management systems

Operational Requirements

  • 99.9% system uptime SLA
  • Sub-second response times for data queries
  • Enterprise-grade security compliance
  • Cross-platform compatibility
  • Horizontal scalability for 10x growth

Expected Business Outcomes

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.

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