Data Integration to Supercharge the Efficiency of a Family Office

The Situation Seeking out help for data integration, a renowned Family Office enlisted the help of PetakSys to deliver automated data collection alongside Flanks’ wealth data aggregation service. The challenges we faced included: Sluggish manual data collection processes that consumed many hours of employee time The inefficient process of extracting data from banks that didn’t have a compatible infrastructure Barriers
The Development of a New Client Reporting Application

The Situation A client hired us to create a client reporting application that would gather data from multiple sources, then automatically generate reports of varying complexity. The Problem Not only were the data to be gathered from multiple external and internal sources, but each data set would need to be individually interrogated and presented. With the client having a wide
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