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Client: Trinity Financial Advisors, Chicago IL
Situation: Firm prepares four Excel spreadsheet reports twice annually for each client. These include a Statement of Investable Net Worth, an Investment Summary, an Investment Comparison and a Style Box analysis. Client estimates 3,300 hours of staff time annually involved in this process, at a cost of over $83,300.
Solution: Database Concepts automated the storage and processing of client data from Schwab and provided custom Excel macros to create each of the reports.
Results: Client estimates preparation time reduced to just under 1/3 of original time, saving valuable staff resources and over $50,000 annually in salary costs.
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