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Financial Planning Workflow Automation & Centralized Client Management System

vokke.com.au

Financial services

Core Business Challenges

Edge Financial Planning, a small financial planning firm, experienced inefficiencies due to reliance on disparate, non-integrated software solutions. This resulted in significant time wasted by financial planners, paraplanners, client services managers, and researchers on manual data replication, lack of real-time client portfolio visibility, and limited analytical capabilities. The existing systems were not designed for the specific needs of financial planning, leading to increased operational costs and hindering the firm's ability to focus on client relationships and advice.

About the Client

Melbourne-based financial planning firm providing wealth management and financial advice to Australian families.

Project Goals

Automate and streamline daily financial planning tasks.
Create a centralized, cloud-based platform for real-time client portfolio visibility.
Improve efficiency and reduce time spent on manual data entry and reconciliation.
Enhance reporting and analytics capabilities to support data-driven decision-making.
Enable remote access and collaboration for team members.

System Functionality

Workflow Management: Customizable workflow boards with drag-and-drop functionality.
Client Portfolio Management: Centralized view of client data, including financial goals, investment holdings, and risk profiles.
Automated Task Management: Automation of routine tasks such as data entry, report generation, and client onboarding.
Real-time Reporting & Analytics: Customizable dashboards and reports to track key performance indicators (KPIs) and business metrics.
Role-Based Access Control: Secure access to data and functionality based on user roles.
Team Target Management: Integration of individual and team performance goals with reporting.
Secure Cloud Access: Ability for team members to access the system remotely.

Technology Preferences

Cloud-based platform (e.g., AWS, Azure, Google Cloud)

API-driven architecture

Secure data encryption

Database technology suitable for financial data management

External System Integrations

Accounting software (e.g., Xero, QuickBooks)
CRM system (if applicable)
Third-party data providers (e.g., market data feeds)

Non-Functional Requirements

Scalability to accommodate future growth.
High availability and reliability.
Robust security to protect sensitive financial data.
Performance to ensure fast response times.
Data integrity and accuracy.

Expected Business Impact

The implementation of this system is expected to significantly improve Edge Financial Planning's operational efficiency, reduce costs, enhance client service, and enable data-driven decision-making. By automating manual tasks and providing real-time insights, the firm will be able to focus on core competencies – client relationships and financial advice – leading to increased profitability and a competitive advantage in the market.