The full story
The challenge
Client reporting should be one of the most straightforward parts of a financial advisory practice. For Clearview Advisory, it was one of the most time-consuming.
The firm was managing portfolios across a growing number of clients. The data to support those portfolios lived in multiple places: a legacy portfolio management tool, a custody platform, a separate system for alternative holdings, and a set of spreadsheets that different advisers maintained independently.
Producing a client report meant pulling data from each source, reconciling any discrepancies, updating the relevant spreadsheet, formatting the output, and hoping the data had not changed between the first pull and the final export. On a straightforward day that took two to three hours per client review cycle. On a day where the numbers did not line up, it took longer.
The partners knew the process was not sustainable. They also knew that any system holding client financial data had to be built to a high standard. Security, access control, and auditability were requirements, not optional extras.
The solution
We built a centralised dashboard that pulls data from all existing sources into a single interface. Advisers see one view of each client’s portfolio, updated in real time rather than whenever someone last ran an export.
The data architecture handles reconciliation automatically. Where source systems use different identifiers or formats for the same instruments, the integration layer manages the translation. Advisers see one coherent picture without needing to know it came from three different places.
Client reporting draws directly from the dashboard. Report templates reflect the structure the firm already used with clients, so the output felt familiar from day one. Producing a report that previously took two hours now takes minutes. The underlying data is current and the formatting is consistent across every adviser.
Access control is role-based. Each adviser sees their own client book and nothing outside it unless their permissions allow. Management has oversight of the full portfolio view. Every action in the system is logged for audit purposes.
Security was treated as an architectural requirement, not a feature added at the end. Data at rest and in transit is encrypted. Access is authenticated correctly. The system was reviewed against the firm’s compliance requirements before go-live.
The result
Client report preparation time dropped by more than half in the first full month. The hours that had gone into data gathering went back into client-facing work.
Moving to real-time data changed how advisers approached client meetings. Instead of presenting a position that was several days old, they could show current numbers and discuss them with confidence.
The partners noted that the firm felt ready to grow again. Adding new clients no longer meant adding proportionally more reporting effort.
If your reporting process is holding back your capacity, we can help you build something better.
What changed
After go-live, the shift showed up in the week first. Then it showed up in the numbers. Here is what that looked like on the ground.
compared to the previous manual process
rather than a weekly snapshot
with role-based access for every adviser
How we approached this