Data Consolidation to Power Portfolio Decisions at a Family Office

Challenge

A family office was sitting on fragmented, inconsistent data across portfolios—missing timely investment opportunities due to poor data hygiene.

What We Did

  • Unified disparate datasets into a single view of public and private assets

  • Built automated workflows for discrepancy resolution and data validation

  • Created a standardized asset identifier to align internal and external data

  • Enabled real-time portfolio insights and actionability

Outcomes

  • 80% drop in data quality issues

  • 70% reduction in manual prep time

  • Scaled to handle growing data volume and complexity

  • Activated AI-driven insights for faster decisions