Automated Authorization and Distribution of Portfolio
 

Automated Authorization and Distribution of Portfolio Management Statements for a Wealth Management Firm

 
90%

Faster processing time

100%

Accuracy in automation

65%

Decrease in labor

70%

Improved productivity

Industry

  • Wealth management

Processes Automated

  • Authorization and distribution of portfolio management statements
  • Risk assessment and post-trade operations
  • Consolidated report generation

Automation Highlights

  • Bots verify and configure multiple fields to pass PDF statement for a digital signature
  • Bots sign verified documents. Multiple digital signatures can be set up per document

A Leading Wealth Management Firm

The customer provides end-to-end wealth management solutions and aspires to be the most trusted wealth advisor for high net worth individual customers and partners. The process of reviewing, signing, stamping, and distributing portfolio management statements to the hundreds of end customers was time-consuming, even with the use of digital signature software. Nividous RPA Bots were deployed within two weeks to automate both authorization and distribution for over 300 statements.

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Signing documents with a digital signature is a complex process requiring a strict compliance check. Nividous RPA Bots successfully automated the process, saving a considerable amount of time, effort, and cost. We have also utilized Nividous platform to automate the end-to-end generation of over 18 reports, covering risk, operations, and portfolio management functions.

Head of Technology and Transformation

A Leading Wealth Management Firm

 

Guaranteed Production Roll-out of a Trained RPA Bot in 3-4 Weeks

Guaranteed Production Roll-out of a Trained RPA Bot in 3-4 Weeks

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