What we do

 

We help Wealth and Asset Management companies calibrate and prove the quality of their service, and exceed clients’ and regulators’ calls for transparency.

 
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CONTINUOUS MONITORING

 

Measure and monitor the performance, risk and cost of client portfolios, and stay compliant.

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MANAGEMENT DASHBOARD

Receive an elegant and holistic view of key metrics normalised across the business in a digital dashboard.

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alerts and notifications

Highlight issues in real time enabling swift corrective actions that improve business efficiency.

 
 

 

how it works

 
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SyncHRONISE DATA

Hulgrave links to existing systems and extracts the relevant data. 

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analyse the portfolios

Compare how each desk is performing relative to one another and industry benchmarks.

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stay informed

Improve the ability for clients and advisors to engage and interact at the moments that matter; engage  when there is a danger of misalignment, and react when clients are at risk of leaving.

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COMMUNICATE

Offer the Hulgrave app to clients and eliminate information asymmetry between clients and yourselves.

 
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KEY BENEFITS

DistilL complex data from multiple systems into key soundbites of information

 
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  • Access company-wide KPIs and  monitor client and advisor performance.

 

  • Reduce reliance on thousands of pages of reports.

 

  • Receive real-time updates on performance and compliance issues.

 

  • Dissect information by region, office, advisor and client for decision making.

 

  • View internal investment performance, risk and cost, calibrated using data from peers around the world.

 

  • Align internal models with client portfolios, spotting outliers, and solving compliance issues.
 

enhance client experience

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  • Wealth Managers can highlight the quality and value of their service by reporting portfolio performance through the Hulgrave client app.

 

  • Senior management can identify action points to grow and retain business, linking with clients - in their language - to understand their needs and wants. This has never been so important in the face of current competition.