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.
Measure and monitor the performance, risk and cost of client portfolios, and stay compliant.
Receive an elegant and holistic view of key metrics normalised across the business in a digital dashboard.
alerts and notifications
Highlight issues in real time enabling swift corrective actions that improve business efficiency.
how it works
Hulgrave links to existing systems and extracts the relevant data.
analyse the portfolios
Compare how each desk is performing relative to one another and industry benchmarks.
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.
Offer the Hulgrave app to clients and eliminate information asymmetry between clients and yourselves.
DistilL complex data from multiple systems into key soundbites of information
- 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
- 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.