Re-platforming with Confidence - Maintaining Investment Performance and Revitalizing Reporting
User: A mid-sized, growth-focused Independent Financial Adviser (IFA).
The Challenge:
After moving to a new investment platform, the IFA discovered a critical gap: the platform couldn’t calculate full historical client investment performance. Although the firm had archived this data in its own warehouse, it lacked an efficient and scalable way to utilize it. They also wanted to preserve their trusted client report format and visual identity.
How Confidante Helped:
Confidante stepped in with a hands-on trial approach by:
Building a secure, dedicated data environment for the IFA.
Capturing legacy and current investment data directly from plan providers.
Reconciling the full investment history across systems.
Collaborating closely with the IFA team to mirror their existing report structure and branding.
Developing new portal features and functionality to support the User’s advisers with new client engagement opportunities.
This phased, test-and-learn rollout allowed the IFA to validate the results with real (anonymized) accounts, ensuring trust and reliability every step of the way.
The Outcome:
The trial proved successful, leading to a commercial agreement. Confidante is now integrating the full client data set and delivering custom reports and features at scale. With a goal to grow nearly 5x in five years, the IFA now has the tools and the partner to make that vision a reality.
Automating Complex Fund Reporting
User: A UK-based private client fund manager.
The Challenge:
This fund manager, known to Confidante’s founders, managed a sophisticated portfolio structure. However, their reporting process struggled to reflect clients’ real investment journeys (or their “lived experience”). Reporting was highly manual, vulnerable to errors, and lacked personalization – particularly frustrating for the Chief Investment Officer, who wanted to deliver richer, tailored reports to high and ultra-high-net-worth clients each quarter.
How Confidante Helped:
Confidante delivered a multi-faceted solution by:
Providing hands-on technical consultancy to untangle and systematize performance data.
Designing an optimal integration between the fund’s data architecture and Confidante’s reporting platform.
Partnering with the fund manager’s design agency to deliver a visually compelling and informative report format – balancing dynamic data with consistent static design, per the CIO’s vision.
The Outcome:
The fund manager now benefits from an automated quarterly reporting system that aligns with their brand and meets client expectations. The next phase – automated batch report generation and Salesforce integration – will streamline operations even further, positioning the firm for scale without sacrificing personalization.
Streamlining Consolidated Reporting
User: An ambitious financial advice practice with a new private office department.
The Challenge:
A rapidly growing IFA practice sought to launch a private office service but lacked the infrastructure to manage the complex wealth reporting needs of their clients. These clients had diverse portfolios, including VCT, EIS, BR, private credit, and private equity – assets that are notoriously difficult to consolidate and report on. With high net worth individuals and families demanding a unified view of their total wealth, the practice needed a solution to bring all these assets together in a seamless, client-friendly way.
How Confidante Helped:
Confidante provided a tailored solution by:
Collaborating with the practice’s investment partners to establish automated data feeds, ensuring accurate and up-to-date information.
Streamlining complex data processing, which eliminated manual work and improved workflow efficiencies.
Consolidating the client’s private investments into a single, unified reporting system, tailored to their brand and high-value service proposition.
Introducing an interactive estate planning tool that allowed clients to visualise generational wealth transfer, enhancing their financial planning strategies and driving opportunities for insurance upsells.
The Outcome:
Initially testing the platform with a small set of client assets, the practice quickly scaled as trust in Confidante grew. They have added significant assets over time and have benefited from a surge in client referrals thanks to the value Confidante delivered. The practice now feels confident in its ability to scale and offer sophisticated wealth management services to high-net-worth individuals.
