Manual onboarding and month-end reporting were capping growth. We built the platform that made both routine — and auditable.
Investor onboarding ran on emailed forms and manual KYC checks, taking days and losing people halfway.
Portfolio reporting was rebuilt by hand each month, which made errors expensive and growth uncomfortable.
Client: Amassing Investment
Identity and document verification wired into the signup flow, with exceptions routed to a reviewer rather than blocking everyone.
Positions, transactions, valuations and fees calculated once, so statements and dashboards always agree.
Self-service statements and documents for investors; approvals, adjustments and audit trail for the back office.
Immutable audit log, role-based access and reconciliation reports produced automatically.
Mainstream, well-supported technology — chosen so the client’s own team can own it afterwards.
Onboarding stopped being the reason we lost investors, and month end stopped being an event.
Managing Partner, Amassing Investment
A regulatory AI assistant that drafts, checks and cites — so submission teams review instead of retype.
One ERP for the operation and bots inside every client portal — eligibility, claims, rejections and posting.
Orders, fleet, warehouse and billing in one system, with live visibility from booking to proof of delivery.
Tell us the number you need to move. We’ll tell you honestly what it takes and how quickly you’d see the first release.