Many wealth management teams use spreadsheets, PDFs, custodian portals and manual reconciliation processes. While this may appear to work, it slows reporting, increases operational risk, and limits visibility when decisions matter most. And decisions matter now.
The Fragmentation Problem
Teams manage information across multiple systems, including legacy platforms, and across different formats:
- Secure custodian interfaces
- Custodian portals
- PDF statements
- Excel models
- CRMs
- Emails and shared folders
Structured data, such as direct custodian feeds, can be analysed efficiently. Unstructured data, including PDFs, images and documents, cannot be processed consistently without manual intervention.
When reporting relies on both, teams spend valuable time downloading, interpreting, reformatting and reconciling data before analysis can even begin. By the time reports are delivered, the data may already be outdated.
The Operational Risk
Manual processes increase the likelihood of error and make version control difficult to manage. Oversight becomes reactive rather than proactive. Decision-makers lack real-time visibility of exposures, performance and client-level risk.
This is not merely an efficiency issue. It is a governance concern.
Why Formats Must Work Together
Integrating structured and unstructured data creates a consolidated and accurate view of each client and portfolio, enabling faster and more informed decisions.
From Consolidation to Control
m2Wealth validates, reconciles and centralises investment data from key systems, assets and cash into one secure environment — a true single source of truth.
Using vertically integrated proprietary AI models and agents, m2Wealth verifies, enriches and tags data daily, ensuring it is fit for purpose for reporting, compliance and rebalancing.
Reporting becomes more consistent and reliable. Errors are reduced. Decision-makers gain real-time visibility. Reliance on fragmented information decreases.
As operations grow more complex, control over investment data becomes essential.
See how m2Wealth creates a single source of truth for wealth reporting.