Valaris Advisory oversees high-net-worth portfolios and offers tailored discretionary mandates. Their workflows depend on personalized strategies and constant client communication across jurisdictions and asset classes.
The team struggled to maintain consistent client communication while preparing reports manually. Generating performance snapshots across portfolios was time-consuming and prone to versioning issues, impacting the premium service clients expected.
We created a custom client portal with flexible layouts, dynamic reporting dashboards, and PDF export tools. It includes automated data pulls, client-specific views, and configurable report logic. With built-in notifications and history tracking, the team now spends less time on manual work and more on strategic advisory.