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Financial reporting, analytics and FP&A for Wealth Management

Digital solutions for Wealth Management finance and other central functions

FinanceBI have taken IBM analytics technology and pre-built fully integrated modules specifically for the wealth management finance function. Our niche focus combines traditional finance activities with data science to enable rich analytical, reporting and forecasting capability within an appropriately controlled environment.  

The finance function is uniquely positioned to drive the data agenda and create a single version of the truth. A single multi-dimensional data structure can be designed to operate across your asset book, financial results and planning & forecasting application. Vast volumes of data can be consumed, aggregated and transformed in real time providing almost unlimited analytical and reporting capability.

Many finance leaders simply don't know where to start on a digital transformation programme. We are uniquely positioned to help regardless of where you are on that journey.


FinanceBI Solutions

AUM Reporting & Analytics

We have taken market leading IBM Analytics software and pre-coded it to allow central functions to monitor investment performance, net flows or yield across multiple business structures. Our plug-in reporting and analytics solution can sit downstream of any core platform. AUM data is aggregated across platforms, whilst control checks ensure......

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Digital Finance Transformation

Today’s wealth management finance function can not simply exist to churn out standard month end reporting. Instead, finance must analyse, understand and predict in full alignment with the business. We have taken IBM analytics technology and pre-built fully integrated modules for:  AUM reporting Financial reporting Industry specific planning models Capital adequacy Vast volumes of data can......

business needs
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