Regional asset manager: custom data integration platform
70% less manual data prep
External market APIs, internal Excel and third-party sources unified into a single validated cloud database with real-time advisor dashboards.
Regional asset management firm with client and market data fragmented across external APIs, internal spreadsheets and third-party systems.
Where they started.
Critical client and market data lived across market feeds, client spreadsheets and third-party APIs.
Advisors aggregated it by hand, which caused integrity issues and delays.
Reporting lagged the underlying data, and the book was running faster than the process.
What Ordron shipped.
Ordron delivered a custom integration layer that pulled, standardised and served the data the advisors already needed.
- Pulled data automatically from external APIs and internal Excel sources on schedule.
- Standardised and validated every field before storing in a secure cloud database.
- Exposed a real-time dashboard and automated reports to the advisor team.
- Built so new providers could be added without a rebuild.
Platforms involved
Market data APIs · Excel · Cloud database
What changed after go-live.
Every figure below is a number the client saw, not an aspirational projection.
- Less manual data prep
- 70%
- Advisor access to client data
- Real-time
- For additional data providers
- Scalable
Advisors stopped starting every client meeting with a reconciliation pass.
Data integrity issues became rare and surfaced fast when they did appear.
The firm could onboard new data providers without re-engineering the pipeline.
Run the numbers for your own finance stack.
Pick your platform and team size. The calculator returns an annual cost of manual finance and a likely payback window.
Your stack, your number.
Full written breakdown emailed on request.
All dollar figures in AUD. Assumes a blended finance rate of $55/hour and 50 working weeks per year.
Your annual cost of manual finance
$106,400
Ordron-style automation typically captures $79,500 of that per year. On a typical $10,000 project, payback lands at roughly 7 weeks.
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Want a result like this one?
The automation diagnostic takes five minutes and surfaces where your stack is leaking hours. The Automation Roadmap goes deeper and gives you a written report with specific automations named, whether you engage Ordron or not.