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Portfolio Management Solutions
Delivering data-driven portfolio intelligence for financial services transformation.
Casestudy
- Portfolio Management- Built for scale, designed for advisors, and powered by real-time intelligence.
- 10X Financial Advisor Growth
- 800+ Financial Advisors Onboarded
- 90% Faster Market Insight
- 40% CSAT Increase
Building a data analytics-powered investment advisory services platform
Experion partnered with a leading US financial services firm to transform how their financial advisors analyzed and acted on financial data. What was once based on disconnected spreadsheets was transformed into an intelligence-driven digital ecosystem. By implementing an analytics-powered investment advisory platform, we enabled financial advisors to move beyond traditional reporting and gain instant access to live market intelligence. The transformation promoted 10X growth in the advisor network , $30 billion in assets under management and smarter investment decisions powered by real-time analytics.
A leading financial services firm in the US that provides portfolio management recommendations. They provide services such as Investment Management, Tax consultation, and Financial Advisor Training and help financial advisors across the world to create investment strategies. Positioned as a comprehensive investment intelligence partner, the client serves as the operational backbone for financial advisors.
Overcoming Challenges with Intelligent Solutions
Challenges
Solutions
Our team built a centralized SaaS-based investment advisory platform that eliminated manual administration. This, in turn, provides financial advisors a structured workspace for portfolio management.
We developed a direct integration with Morningstar that streams live ticker data straight into the platform. This reduced Time for market insights by 90%, facilitating quicker investment advisory services.
A centralized data repository is established, loading stock values for approximately 50,000 tickers daily giving the client updated current data foundation.
The newly developed platform enables the client to update custom benchmarks dynamically, select the best combination of holdings and compare client portfolios against any benchmark in real time.
Outcomes
By replacing fragmented and manual processes with a unified, real-time investment advisory platform, Experion helps the client advise smarter, and serve larger client volumes without adding operational complexity.
- Portfolio management solutions aggregate data from multiple sources.
- The portfolio management platform also allows various data analytics reports to be downloaded in the .pdf file format.
- 800+ Financial Advisors onboarded, collectively managing over $30 billion in assets.
- CSAT scores increased by 40% through personalized , data backed investment recommendations.
- It provides the ability to create the user’s own benchmarks by choosing the best combination of holdings.
- Available across Web, Desktop, Android and iOS, supporting advisors wherever they work
- Comprehensive analytics reports provide historical performance, predict future performance & evaluate the client risk tolerance
Experion’s portfolio management solutions now serve as a reliable backbone for the client’s advisory business.
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