Introduction
Developed an all-in-one web platform for wealth management, automated reporting and client administration.
Industry
Accounting
Location
United Kingdom & India
Services
Website Design
Custom Development
Business Automation
The Problem
Developed an all-in-one web platform for wealth management, automated reporting and client administration.
The Strategy
The Solution
Data Input and Processing
Fetch data from multiple sources (Excel files and manual entry)
Handle two distinct investment categories with separate processing workflows
Client Management
Input, Retrieve, Display client identification details including all associated investments
Maintain client profiles with complete financial portfolio data
Investment Tracking
Track Fixed Deposits with maturity dates, interest rates, and principal amounts
Calculate and convert maturity terms from months to exact calendar dates
Track due dates and monitor investment maturity timelines.
Create comprehensive PDF reports for clients and internal use
Automation and Notifications
Automated Workflow Management
Archive overdue items
Send automated email notifications for upcoming maturity dates
Set up reminder systems for important financial deadlines
Implement alert systems for time-sensitive actions
The Impact
Developed an all-in-one web platform for wealth management, automated reporting and client administration.
100%
Success in Centralisation
64%
Reduction in Reporting Overhead with automatic report generation
50%
Increase in Productivity, more time spent on client relationships
"(B2 Digital) Saved us countless hours from bookkeeping, we haven't missed a single deadline since launch. Fantastic work, would definitely recommend."
Vijay Govardhan | Director
Rakshana Finances
