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EndorsedendorsedOngoing

Financial Reporting Portal & Automation for Private Family Office

Services Covered:

Custom Software Development
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

79 months

Budget
Budget

Confidential

Start Date
Start Date

1 December 2010

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
78/100
Good

Project Capability Score (PCS) estimates how capable ConvergeSol is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

map United States of America

Project Summary

A private family office engaged Converge Sol to fix failing Python reports and build a centralized portal to store financial information and display investment-specific data. Converge Sol developed widgets and an app that automates ~45 monthly investment and fund reports, plus provided reconciliation and operational support. The vendor continues to enhance the portal with drill‑down and benchmarking capabilities.

Key Challenges

  • No existing platform for centralizing financial information
  • Need to extract and consolidate data from investment-specific software into a portal
  • A Python-based risk report started failing after the original consultant left and required fixes
  • Manual, time-consuming monthly report generation for approximately 45 investments
  • Reconciliation and operational processes for managed accounts required staffing and process support

Project Deliverables

  • Portal for storing financial information with drill-down reporting
  • Widgets to extract and summarize data from existing software
  • App to automatically generate monthly investment and fund reports
  • Daily reconciliation and managed-accounts operational support
  • Backend integration and access to client servers/SharePoint

Project Solution

Converge Sol created widgets to extract data from the client's investment systems into a centralized portal and built summary pages to present that information in a format the client’s leadership expects. They developed an app that automates monthly personal and fund reports for approximately 45 investments, replacing manual per-investment report generation. The vendor also provided reconciliation and managed-account operational support (daily reconciliation of cash/position/P&L accounts), backend work on the client's servers and SharePoint, and ongoing enhancements to add drill-down, benchmark comparison, charts, and holdings views.

Project Outcome

  • The client moved from no centralized reporting to a working portal that stores information centrally and enables drill-down analysis
  • An app was delivered that automatically runs monthly reports for ~45 investments, eliminating manual, per-investment report creation
  • Improved operational reliability and timely incident resolution with overnight reconciliation and responsive vendor support

Platforms

  • WebWeb

Tech Stack

  • PythonPython

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“With approximately 45 investment reports to be run monthly, Converge Sol created an app that automatically runs them replacing the need for them to be run manually, one by one. This knowledgeable team helped out in many ways, providing reliable support in many projects.”

Anonymous

Financial Analyst

Note: This endorsement is based on publicly available client feedback from external review sources.

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