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Wealth management is a critical component of GTC and the business needs to be have the ability to constantly view and analyse this key business area.

key Key Objectives

  • Create a consolidated view of the assets under management and the measures involved.
  • Market sectors and fund and asset allocation
  • Ensure that wealth managers are correctly servicing clients according to portfolio allocation
  • Ensure that wealth management remuneration is done correctly

client-benefits Client Benefits

  • Asset allocation is able to be viewed at any level.
  • Manual reporting has been eliminated
  • The team has the ability to do adhoc analysis.
  • All wealth managers can analyse how they are servicing their client as well as how their portfolio is performing

scope Scope of Engagement

  • Business Intelligence Developer/s
  • Business Intelligence Analyst/s
  • Project Manager/s

technology Technologies

  • QlikView
  • Database (MSSQL)

deliverables Deliverables

  • 1 QlikView Model designed and developed that provides full coverage for the Assets Under Management allowing the .
  • Adhoc Models created for different business propositions