Your client book, live
Funds under management, net flows, fee revenue and retention risk, by adviser and product. One screen, drawn from your source systems.
Live business dashboardINDUSTRY · FINANCIAL SERVICES
See risk and
performance clearly,
before the auditor asks
Board-ready numbers on clients, portfolios and compliance, drawn from one checked source. Your compliance team reviews risk instead of rebuilding spreadsheets.
Built on Microsoft and connected to Iress, Xplan or Class, your CRM and your finance system. Each number can be traced back to its source.
/01 · The problem
Your compliance team spends its time extracting data, not reviewing risk.
If one of these sounds familiar, we can help.
Building the quarterly regulatory pack is mostly data extraction, leaving the compliance manager little time for analysis.
Each regulatory report pulls from slightly different data, so every quarter brings a manual reconciliation and new discrepancies.
Total funds under management are known, but adviser net flows, at-risk clients and eroding fee margins are not.
Mandatory climate reporting is close, but nobody knows what portfolio data it needs or how to report it.
/02 · What changes for you
One checked source for client, portfolio and compliance numbers.
We bring your platform, CRM, compliance and finance data together.
Reports assembled for your team to review
Board and compliance reports built from one checked source. Your team reviews and signs off.
Business data platformPossible issues flagged for review
Fee calculations and records are checked against rules your team sets. Your compliance team reviews anything flagged.
Process automationPolicies and past answers, found fast
Staff search policies, past audit responses and templates in plain English. Each answer shows its source document.
Company knowledge assistant
/03 · How your systems connect
Keep your platforms. Connect them into one view you can trace.
Your core platforms feed one checked data layer, with a record of every change. Reporting sits on top, so risk is easier to see before the audit.
// how your systems connect · financial servicesv1.0
Compliance Reporting
Client Insight
Risk Monitoring
Portfolio Analytics
Board Reporting
Fee Reconciliation
Client Retention
Adviser Performance
Policy Search
Issue Review
Business data platform · Microsoft Fabric
Core Platform
Iress · Xplan · Class
CRM
Dynamics 365 · Salesforce
Finance
Dynamics 365 · Xero
Compliance
Registers · policies
Custody
Hub24 · Netwealth
What your teams see
Compliance ReportingClient InsightRisk MonitoringPortfolio AnalyticsBoard ReportingFee ReconciliationClient RetentionAdviser PerformancePolicy SearchIssue Review
Business data platform · Microsoft Fabric
Systems you run today
Core Platform
Iress · Xplan · Class
CRM
Dynamics 365 · Salesforce
Finance
Dynamics 365 · Xero
Compliance
Registers · policies
Custody
Hub24 · Netwealth
/04 · Where your data lives
For Australian clients, stored in Australia and in your own Microsoft environment.
For Australian clients, your data is stored in Microsoft's data centres in Australia. For clients in the UAE, the UK and India, it is stored in the Azure region you choose. We settle who can reach it before we build, so data sovereignty is part of the design, not an afterthought.
Your own Microsoft environment
We set up your data inside your own Microsoft environment, not ours.
You decide who gets in
Access follows your own sign-in and roles. You choose which of our engineers can reach what, and you can remove their access at any time.
Remote work, out in the open
Some of our engineers work from India and the UAE (Dubai). They may work in your environment remotely, through your sign-in. In the review, we agree where they may access it from.
Data handling, agreed in writing
We agree in writing how your data is handled, who can reach it, and from where. We take you through it in the review.
Need your data accessed only from Australia? Tell us on the call, and we'll say plainly whether we can meet that. Your compliance team stays responsible for your obligations.
/05 · How a project runs
Start with one report. Know the price before we build.
We check your data before we build on it. What we build runs in your own Microsoft environment, and you own 100% of the IP in it.
If it misses the agreed outcome, we fix it. Our engineers work as part of your team.
We build the data and reporting. Your compliance team stays responsible for what is lodged, and we don't give legal or compliance advice.
- 1
A 30-minute call
Tell us which reports take the most effort. We say plainly whether we can help.
- 2
A two-week fixed-fee review
We check your data and systems, then give you a clear go or no-go.
- 3
A fixed-price build
The scope and price are agreed before we start.
/06 · Questions buyers ask
What financial services leaders ask first.
We build the data so each reported number can be traced to its source record. Your compliance team decides how it maps to your obligations, and we don't give compliance advice. We document the data flow for their review.
Yes. We connect to Iress, Xplan and Class, and confirm the connection method for yours in the review. We don't replace your platform; we build the reporting layer above it.
Yes. Matching client records across those systems into one checked record is the first data job. The review tells you how long it will take.
For Australian clients, your data is stored in Microsoft's data centres in Australia. For clients in the UAE, the UK and India, it is stored in the Azure region you choose. It stays in your own Microsoft environment, and the AI runs on Azure OpenAI in your own subscription. Access follows your sign-in and roles, including for our teams in India and the UAE (Dubai).
First, a two-week fixed-fee review. A first reporting dashboard then typically takes 10–14 weeks, depending on your platforms. We confirm your timeline in the review.
Yes. You own 100% of the IP in what we build: data models, pipeline code, agent settings and documentation. Microsoft licence and usage charges are separate.
/07 · Your next step
Your compliance team should analyse risk, not assemble spreadsheets.
Book a 30-minute call
After the call, a two-week fixed-fee review gives you an honest go or no-go before any project starts.