Project Name
How a Private Bank Transformed Portfolio Management with RollUp Magic
A prominent private bank in Kenya, managing thousands of high-net-worth (HNW) client portfolios, relies heavily on Salesforce for wealth management. However, advisors often struggled with manual, error-prone portfolio tracking processes. Calculating metrics like Assets Under Management (AUM), average ROI, and risk scores across diverse investment accounts required constant manual effort; delaying reports and insights that were critical for client trust and asset rebalancing.
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Manual Portfolio Calculations
Portfolio-level summaries such as total AUM and average ROI had to be manually computed, leading to delays and inconsistent data across the team. -
Inconsistent Reports Across Advisors
Without automated aggregation, different advisors presented client performance in varying formats, creating confusion and risk of miscommunication. -
Difficulty in Customizing Metrics for Clients
Each HNW client had unique preferences (e.g., risk-adjusted returns, ESG exposure, liquidity ratios), but without automation, customizing these reports was slow and inconsistent.
With the implementation of RollUp Magic, the bank gained real-time, automated rollups across custom Salesforce objects related to investment accounts, clients, and portfolios.
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AUM Rollups
Automatically calculated total Assets Under Management by aggregating values across multiple investment records linked to each client. -
ROI and Risk Score Aggregation
Averaged returns across asset classes and calculated client risk profiles based on dynamic data inputs; without writing a single line of code. -
Multi-Level Summary Views
Delivered rollup insights at both advisor and executive dashboard levels, ensuring alignment across stakeholders.
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90% Faster Client Summary Generation
Advisors could generate accurate, detailed client reports in seconds instead of hours—boosting both internal efficiency and client satisfaction. -
Reduced Portfolio Tracking Errors
Automation removed the risk of manual miscalculations, ensuring compliance and data consistency across all portfolios. -
Enhanced Advisor Productivity
Freed from data crunching, advisors could now focus more on client engagement, investment strategy, and portfolio growth planning.
With RollUp Magic, this private bank revolutionized its Salesforce-based wealth management workflows. Complex investment data is now rolled up, summarized, and reported in real-time; delivering greater transparency, speed, and accuracy across teams. The result? A smarter, faster, and more consistent client experience.
Whether you’re managing client portfolios, risk assessments, or investment summaries, RollUp Magic is your go-to Salesforce automation solution for the financial services sector.
Unlock Real-Time Portfolio Insights with RollUp Magic!
