The supporting capabilities that make the intelligence usable day to day — quieter than the analysis, and just as deliberate.
Nothing asserted unreviewed, nothing overwritten silently, every run recorded with its outcome.
Collection and reconciliation run on a schedule; a "What Changed" view answers the one question you have after a day away — so the desk stays current without anyone pressing a button.
Multi-currency, team permissions, data protection and automation — the parts you stop noticing because they simply hold.
Euro, dollar and sterling. Anything that compares or combines converts first, on ECB rates; a converted figure is marked and names its rate and date.
Shared market data, client work partitioned at the database level. Roles for admin, advisor, analyst and read-only partner access.
Subject access with provenance, erasure paired with suppression so a later scan can't reinstate a person, and retention you set.
Collection and reconciliation run on a schedule; a "What Changed" view answers the question you have after a day away.
Bulk import from CSV or Excel that recognises real export columns and never wipes a value with a blank. Export to XLSX and PDF.
Nothing asserted unreviewed, nothing overwritten silently, every run recorded with its outcome — including its failures.
Each led by the decision it supports. Explore the others.
Tell us which brokerage you're with and we'll set up your workspace — usually the same day. No card, and nothing to install.
pd@yacht-advisor.com