Wealth Management
The wealth management industry is consolidating fast. Growth and AUM numbers aren't enough anymore—buyers demand clean data, industrialized processes, and proof your book will perform post-acquisition. We help firms master client data, automate commission tracking, and build reporting infrastructure that makes you acquisition-ready. Whether integrating portfolios or preparing for exit, we position your business to compete in a data-driven M&A environment.
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Crystal / Grisbee
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Crystal: Integration of a SaaS startup into a €300 million company backed by Seven2
Master your wealth management datastack and toolstack—discover how leading firms structure their infrastructure to scale efficiently.
Download the PlaybookOur Wealth Management Expertise
Client Data Mastery & Portfolio Integration
If you're building through acquisitions, your client data is a mess—assets spread across Harvest, O2S, and Excel files. You're announcing €500M AUM, but 15-20% isn't trackable. We centralize everything into a data hub with unified client views and auditable commission flows. Once clean, you can scale through M&A without integration nightmares.
Commission Reconciliation & Cash Flow Reliability
Commission tracking is broken. Money marked "paid" hasn't hit your account, statements don't match records. We automate reconciliation between O2S/Harvest, insurer statements, and bank transactions. You'll know what's pending, late, or missing—so you chase the right insurers instead of guessing.
Advisor Performance & Productivity Tracking
We connect your CRM, time tracking, and commission data for clear visibility by advisor: who's bringing new assets, expanding relationships, or stuck. Then we automate variable comp calculations. Top performers see transparent pay and stay. Underperformers see the data and improve or leave.
Commercial Pipeline & Client Segmentation
We help you segment by asset level, build differentiated service models, then track conversion from lead to re-investment. You'll see which segments are profitable, which channels work, and where to focus—so you double down on ROI-positive channels.
M&A Value Creation & Synergy Tracking
We build dashboards tracking retention, cross-sell, and net collection by acquired entity. You'll know within 90 days if integration is working. When you prove acquisitions grow faster under your platform, your next deal gets easier to finance.
Regulatory Reporting & Operational Automation
We automate AMF filings, FRACIF declarations, and ex-post reporting by connecting source data to regulatory templates. What took days now happens automatically with full audit trails. Your compliance team stops being a bottleneck.