Perfect Data helps retail wealth management organizations improve trust in client, account, holdings, performance, and advisory data by reducing recurring defects and establishing clear ownership and governance.
Retail wealth platforms depend on accurate data across clients, accounts, holdings, transactions, performance, fees, and suitability—often sourced from custodians, portfolio systems, CRM platforms, and market data feeds. When data quality breaks, client trust and regulatory risk increase immediately.
Monitor the datasets that feed statements and client portals so exceptions are detected early and resolved before client impact.
Track recurrence over time. When the same breaks return, it indicates root-cause gaps that require durable remediation—not repeated cleanup.
Maintain durable evidence of monitoring, outcomes, and trends to support internal supervision, compliance reviews, and audit readiness.
Perfect Data is typically applied where data quality affects client experience, advisor effectiveness, and supervisory reporting.
Convert quality expectations into repeatable checks. Run them on schedules aligned to client reporting, supervision needs, and operational timelines.
Separate responsibility for triage, remediation, and executive oversight so issues are handled consistently and recurrence decreases over time.
We’ll review your critical reporting workflows, integrations, and ownership model to identify high-impact monitoring opportunities and a practical rollout plan.