PRIVATE BANKS
Sharper data. Stronger relationships.
Business intelligence designed for private banks that blend personalized service with institutional precision.
Your clients expect clarity, speed, and transparency — across portfolios, accounts, and generations.
LakeStream BI unifies data from core banking, custody, and portfolio systems to give your advisers and executives
a 360° view of client wealth.
What We Do for Private Banks
LakeStream BI empowers private banks to deliver precision, efficiency, and insight across every client interaction.
Our platform unifies data from custody, portfolio, and CRM systems — giving advisers, management, and operations one consistent view of client wealth.
From front-office reporting to regulatory compliance, we help your teams work smarter, faster, and with total data confidence.
MANAGED
FRONT-TO BACK
SERVICES
OUTSOURCED
COO
CONSULTING
Our Capabilities
Streamline every layer of your investment operations - from data integration to investor reporting.
Data Management
Maintain a single, real-time source of truth across portfolios, custodians, and administrators.
Performance Measurement & Attribution
Understand what's driving portfolio returns and benchmark performance in real time.
Reconciliation & Data Validation
Eliminate breaks and ensure consistent, validated trade and position data across custodian(s).
Risk Analytics
Assess exposures, model scenarios, and consolidate risk across portfolios instantly.
Valuation & Pricing Support
Validate NAVs and prices independently to ensure accuracy across all asset classes.
Client & Investor Reporting
Deliver transparent, automated reports that strengthen client trust and engagement.
Compliance & Regulatory Reporting
Monitor investment limits and breaches and automate regulatory reporting with audit-ready data.
Trade Support & Confirmation
Streamline trade matching, cash monitoring, and settlement tracking across all accounts.
Built for Every Asset Class You Manage
Our platform supports multi-asset portfolios — from traditional securities to alternatives — ensuring consistent performance, risk, and regulatory data across all holdings.