Wealth management
Perene
Advice that shows its working
- Sector
- Wealth management
- Location
- DIFC, Dubai
- Year
- 2025
- Kickoff to production
- 16 weeks
A review platform for a discretionary manager: one set of numbers behind the advisor, the client pack and the compliance file.
Every quarterly review was assembled by hand in slides, from three systems that disagreed. Advisors arrived at meetings with figures they could not source, and suitability evidence was reconstructed afterwards for the file.
- 01
One number, three audiences
Positions, performance and mandate compliance are computed once, then rendered into the advisor's view, the client's pack and the audit record from the same source.
- 02
Mandate as a rule, not a memo
Each mandate's constraints run as daily checks, so drift is raised while it is still small enough to be a decision rather than an incident.
- 03
Evidence written as it happens
Every recommendation records the objective, the data used and the alternatives considered at the moment it is made.
Review preparation fell from two days per client to under an hour, and the suitability file is now a by-product of doing the work rather than a separate job.
What changed
- Review preparation
- Under an hour
- Every figure
- Sourced
- Advisor, client, compliance
- One truth
Stack
- Next.js
- Postgres
- Python
- dbt
- Vercel
Disciplines applied
- Financial technology
- Data & analytics
- Custom software development
