WEALTH MANAGERS
Data-driven advice, simplified.
Empower your advisers with intelligent tools for modern wealth management.
Your clients expect transparency, personalization, and fast answers.
LakeStream BI connects data from portfolios, custodians, and CRMs — automating reporting and revealing insights that strengthen every client relationship.
What We Do for Wealth Managers
LakeStream BI helps wealth managers deliver a modern, data-driven client experience.
We integrate data from multiple custodians, model portfolios, and reporting systems — giving your advisers accurate, actionable insights in real time.
From compliance to client communication, we streamline daily workflows so your teams can focus on relationships, not reconciliation.
MANAGED
FRONT-TO BACK
SERVICES
OUTSOURCED
COO
CONSULTING
Our Capabilities
Equip your advisers with data clarity, automation, and confidence.
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
Support for every portfolio type — from discretionary mandates to multi-asset strategies — with consistent performance and risk data across all holdings.