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Custom Data Management & Analytics for Financial Advisory

Q: How long does it take to implement the data management system?

Most firms are up and running with basic dashboards in 6-8 weeks, but getting all the financial data analytics and data quality issues sorted out usually takes 3-4 months. The timeline depends entirely on how messy your current data situation is and how many legacy systems we need to connect.

Q: Can you work with our current CRM and custodial platforms without replacing them?

Yes, we build connections to your existing systems rather than forcing you to switch everything. Our CRM management and financial advisory services approach ensures we integrate with your current tools. However, some older platforms have limited integration capabilities, which might restrict what data we can pull automatically.

Q: Do we need to hire additional IT staff to support the system?

No, we handle the technical maintenance and updates as part of the service. Your team needs someone who understands your business processes well enough to make decisions about data definitions and dashboard priorities. We act as your outsourced financial data analytics company, minimizing internal overhead.

Q: Can we customize dashboards for our specific KPIs and metrics?

Custom dashboards are the whole point since every firm tracks success differently. The limitation is that we can only show metrics based on data your systems capture, so some KPIs require process changes first. Our financial data analytics solutions adapt to your needs, not generic templates.

Q: What level of technical support is provided after implementation?

We provide ongoing support for system issues, data pipeline problems, and dashboard modifications as part of the monthly service fee. You get direct access to the people who built your financial advisory data platform, not a generic help desk that doesn't know your setup. That's part of what differentiates us from other financial data analytics companies.

Q: What happens to our data if we decide to discontinue the partnership?

You own all your data and can export it in standard formats when the contract ends. We'll also provide documentation of how everything was structured, though you'll need technical expertise to maintain the systems without us. As with any relationship with a financial data intelligence and analytics firm, we make offboarding clean, transparent, and thoroughly documented.

Unlock real-time insights, eliminate manual reporting, and boost client engagement with unified data systems. We develop custom analytics solutions to streamline operations, cut errors, and deliver high-impact dashboards—empowering your advisory firm to scale smarter and serve clients better.

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Financial Advisory Analytics and Data Management

Turning Data Challenges into Strategic Advantage for Financial Advisory Firms

Advisory firms face fragmented systems, slow reporting, and poor client visibility—issues that block growth, delay decisions, and erode trust. Here’s how we solve them:

Fragmented Data Across Systems

Data is scattered across CRMs, spreadsheets, financial planning tools, and client portals, slowing strategic decisions and creating blind spots. We build custom pipelines to unify structured and unstructured data sources—creating a single source of truth across operations, client data, and advisory workflows.

End-to-end data integration – unify all client, portfolio, and operational data into one secure platform
Custom data warehouses – centralize key financial and client information for real-time visibility
Automated data pipelines – eliminate manual work and reconciliation errors

Live executive dashboards – always current, no manual updates required
Role-specific views – tailored metrics for leadership, advisors, and operations
Centralized KPIs – align teams around a single source of truth

24/7 client access – performance dashboards, portfolio insights, and financial documents available anytime without delays or email back-and-forth
Interactive planning tools – empower clients with scenario modeling to visualize outcomes and make informed financial decisions
All-in-one communication – built-in messaging, document sharing, and real-time updates streamline engagement and eliminate tool-switching

Built for your workflows – every feature and integration reflects how your team actually operates
Flexible compliance features – align with SEC, FINRA, and client-level transparency standards
Integration-first design – works smoothly with custodians, CRMs, planning tools, and reporting stacks

Dedicated support without headcount – gain senior-level data talent without the cost of in-house hires
Scalable architecture – solutions evolve with your firm’s growth and data complexity
AI-ready infrastructure – prepare your firm for automation, predictive modeling, and future innovation

Real-Life Examples of Financial Data Analytics

AI-Driven Financial Analytics Platform with 30+ Integrations and 19% Improved CX

A financial consulting firm operating in South Africa, the UK, and the USA needed a B2B platform to unify data from multiple financial institutions and deliver real-time, AI-driven insights.

They partnered with Dataforest to build a custom web analytics platform that:

Integrated 30+ financial data sources for real-time access and querying
Enabled predictive analytics and time-series comparisons using built-in AI algorithms
Delivered intuitive, role-based dashboards with exportable reports

Results:

30+ system integrations enabled seamless data flow across institutions
19% improvement in customer experience through intuitive, responsive dashboards
AI-powered forecasting and analysis accelerated decision-making for financial clients

80% Faster Financial Reporting for UK-Based Enra Group

Enra Group, a leading UK property finance provider, relied on 200+ Excel-based reports for financial insights, resulting in slow processes, manual data handling, and poor access control.

They partnered with Dataforest to build a centralized reporting solution that:

Consolidated 200+ fragmented Excel reports into a single, scalable platform
Integrated key financial data sources to eliminate manual data collection
Automated report generation, cutting output time from minutes to 5 seconds

Results:

Reporting speed increased by 80%
Manual data handling has been eliminated across departments
Improved data accuracy and decision-making with real-time access

AI-Powered Scoring Platform for a Sustainable Investment Firm

A Spain-based investment firm focusing on sustainable tech ventures needed to evaluate high volumes of European start-ups with greater speed, consistency, and intelligence.

They partnered with Dataforest to build an AI-powered web application that:

Consolidated and enriched fragmented startup data from DealRoom, Crunchbase, LinkedIn, and email sources
Implemented AI scoring across 2,200+ parameters to rank 1M+ companies based on investment potential
Integrated seamlessly with the firm’s Affinity CRM to centralize workflows and track high-value leads

Results:

Manual effort reduced by over 70% across deal evaluation workflows
Data coverage expanded to 1M+ start-ups, updated continuously
Investment opportunity assessments became 2× faster and more consistent

Real-Time Data Integration for a Wealth Management Firm

A leading wealth management firm needed to improve client experience, accelerate product development, and eliminate delays in data updates.

They partnered with Dataforest to implement a scalable data integration platform that:

Replaced delayed batch updates with an event-driven architecture for real-time data consistency
Introduced a canonical data model to unify and streamline data across platforms
Enhanced advisor experience by enabling instant access to accurate, cross-platform client data

Results:

Real-time account updates across all channels
Improved data quality, accessibility, and internal efficiency
2× improvement in operational efficiency across advisor workflows

Boosting Workflow Speed by 40% for a U.S. Financial Firm

A mid-sized financial planner in Minnesota was burdened by the manual processing of 200+ vendor-specific PDF forms, causing compliance risks, delays, and scalability issues.

They partnered with a software development vendor to build a workflow automation platform that:

Automated data extraction and processing across hundreds of form types
Integrated built-in compliance tools to reduce regulatory exposure
Enabled modular, scalable workflows tailored to future growth
Replaced fragmented manual tasks with streamlined, rule-based automation

Results:

40% reduction in workflow processing time
Lowered compliance risk through automated validation
2× boost in operational efficiency and process scalability

Clean Data Means Usable Insights, Not Endless Maintenance Headaches

How Data Solves Core Problems Across Financial Advisory Sectors

Financial Advisory Analytics and Data Management_ Turn Data into Action

How Data Solves Core Problems Across Financial Advisory

Wealth Management

See which clients are a drain on resources vs. which ones generate profit
Stop the spreadsheet chaos where each advisor tracks their clients differently
Market turbulence detection that flags unusual movements in specific client portfolios through real-time financial data analytics

Retirement Planning

Automated scenario testing that shows how different withdrawal rates affect the longevity of money
Systems that track actual spending patterns against projected needs, thanks to data-driven financial planning
Cross-client analytics that reveal which retirement strategies worked over time, thanks to financial data analytics

Estate Planning

Document management that connects the dots between outdated wills, new beneficiary designations, and account changes using insight-driven client engagement
Beneficiary visualization tools show clients exactly what happens to each asset when they die
Multi-generation tracking that monitors how trusts perform against original plans using financial data and analytics solutions

Tax Planning

Tax drag analytics that show the actual impact of investment decisions on after-tax returns
Automated tax-loss harvesting opportunity flagging across entire client bases via revenue growth through analytics
Cross-client tax strategy effectiveness comparisons—see which approaches delivered savings via financial data analytics services

Risk Management & Insurance

A policy database that connects coverage gaps with actual client assets and liabilities using financial automation tools
Premium efficiency analytics that flag when clients are paying too much
Claims monitoring that tracks which insurance is paid out when needed, using financial data analytics

Corporate Finance

Cash flow pattern detection that spots anomalies in business finance data via data-driven financial decision-making
Compensation analytics that connects executive pay to actual performance metrics
Banking relationship optimization shows which financial institutions deliver value via financial data and analytics

Financial Data Analytics Solution Details

Unified Data Infrastructure

Connects all your financial systems into one platform that eliminates manual data reconciliation.

End-to-end pipelines connect financial CRM tools, custodial feeds, and planning tools into one system
Single source of truth cuts data reconciliation automation by 80%
Real-time sync enables end-to-end data visibility and instant decision-making

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Interactive Analytics Platform

Replaces Excel chaos with live dashboards that give instant answers without waiting for analysts.

Live dashboards replace Excel with current data streams—core to any advisory firm tech stack
Self-service portals let teams get answers without waiting for analysts
Automated reporting cuts generation time from days to minutes, core to any financial data analytics company

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Client Analytics Portal

Gives clients interactive tools to explore their data in real time, boosting engagement and retention.

Interactive dashboards increase client engagement and transparency
Real-time scenario modeling strengthens the advisory value proposition, powered by advisor dashboard insights
Automated reporting improves retention through a better user experience powered by financial advisory analytics

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AI-Powered Intelligence

Uses predictive analytics and machine learning to catch opportunities and prevent errors before they impact clients.

Predictive analytics for advisors catch portfolio optimization opportunities before they're missed
Automated quality monitoring prevents errors in client reports with financial services business intelligence
Machine learning reveals hidden patterns in client behavior and market trends—hallmarks of leading financial data analytics companies

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Data Engineering Services

Provides an embedded technical team that builds and maintains your systems without internal hiring.

An embedded team eliminates internal hiring needs; it's part of our end-to-end data strategy
Scalable data infrastructure grows with your firm without technical overhead
Ongoing maintenance ensures systems evolve with business requirements from a trusted financial data analytics company

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Our Case studies

All Success Stories

Data Engineering

Finance

Business process automation

Reporting Solution for the Financial Company

Dataforest created a valuable and convenient reporting solution for the financial company that successfully helped lower the manual daily operations, changed how access was shared, and maintained more than 200 reports.

solution to handle more than 200 reports

seconds to load a report

View case study

Reporting Solution for the Financial Company preview

Enra Group is the UK's leading provider and distributor of specialist property finance.

Finance

Web and mobile development

Data Engineering

Bank Data Analytics Platform

The Bank Data Analytics Platform project aims to develop a web-based application for the Client and its customers to query and analyze data relating to various banks and other financial institutions. The project involves building an interactive B2B web app with custom dashboards and analytics features, as well as using AI functionality to empower the application's development and analytics capabilities.

30+

system integrations

19%

CX boost

Stuart Theobald

Chairman Intellidex, Financial Services and Consulting company

View case study

They've had a quick grasp of what we are trying to do and delivered to our spec without a fuss.

Insurance

Sales automation

Data Engineering

Insurance Sales Automation

An insurance agency was struggling with a slow lead intake process and a demotivated sales team. Their customer retention rate was stuck at 32%, and they urgently needed more customers. By implementing tailored solutions including automated lead intake from top carriers, seamless internal data synchronization, integration with quote providers, and the unification of all communication channels in a single Live Chat platform, we supercharged their growth! Their customer numbers shot up 2x, and they're back in the game!

increase in new policy sales

+26%

Customer retention

Peter N.

Head of Sales U.S. Insurance Agency

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The DATAFOREST team truly understood the issues we were facing and came up with solutions that have completely transformed our insurance agency.

Web and mobile development

Finance

Fintech

Streamlining Investment with AI-Powered Scoring

Dataforest developed an AI-powered web application for an investment firm focused on sustainable tech ventures. The platform streamlines workflows by collecting and integrating data on European start-ups into a dynamic database. Using AI-driven scoring and predefined criteria, it ranks companies, helping investors easily identify and evaluate top opportunities.

1 mil+

companies scraped

2200+

parameters used for scoring

View case study

Streamlining Investment with AI-Powered Scoring

All Success Stories

Your best advisors are wasting time on basic math.

Fix that through AI-Powered Financial Advisory.

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6 Key Steps to Creating Financial Advisory Data & Analytics Solutions

How do we help companies?

Discovery

Catalog every system, spreadsheet, and data source your people use daily. Don't just list the official tools—include the shadow IT everyone pretends doesn't exist.

Data Architecture Design

We create a scalable architecture tailored to your firm's size and complexity. Whether you need a lightweight tool or a complete financial data and analytics platform, we make sure it's built for long-term value. This includes data reconciliation automation and CRM data synchronization.

Data Integration

We connect all your data sources — from CRM, accounting systems, and custodians to third-party tools. Our goal is to ensure smooth financial data integration, eliminate data silos, and ensure smooth financial data intelligence flows.

Analytics & Reporting Layer

We build custom dashboards, alerts, and reporting tools. You get access to real-time financial data analytics to support portfolio management, compliance, client engagement, and operational efficiency in financial firms.

AI/ML Modeling

We deploy AI models that bring genuine ROI: forecasting, risk analysis, fraud detection, or client segmentation — all integrated within your financial advisory analytics framework and are proper for AI in wealth management analytics.

Ongoing Support & Enhancement

Test everything with real data, train people properly, and establish who fixes what when systems fail. Technology breaks—having a plan matters more than preventing every failure.