Client Portal & Compliance System for Financial Advisory Firm
A client CRM, portfolio tracking, compliance automation and secure client portal for a financial advisory firm.
Client
Confidential. Financial Services Sector
Industry
Financial Services
Timeline
16 weeks from discovery to launch
Services
4 solutions
Challenge
The advisory firm managed client data, portfolios and compliance documents across spreadsheets and email. Compliance reporting was manual and time-consuming, clients called for portfolio updates, and onboarding new clients took weeks.
Solution
Switch2One built a client management platform with portfolio tracking, automated compliance documentation and a secure client portal. Performance reports are generated automatically, compliance deadlines trigger alerts, and clients access their portfolios 24/7.
Technology
Services Delivered
Integrations
Timeline
16 weeks from discovery to launch
Results
Automated compliance documentation reduced manual reporting workload
Secure client portal gave 24/7 portfolio access without advisor calls
Automated performance reports replaced manual monthly reporting
Client onboarding time reduced through automated workflows
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