XIRR, AUM, fund analysis—everything you need to make your investments a better version of themselves.
iFast Excel monthly statements. GreatLink PDF policy statements. Twelve years of transactions. We ingest raw, normalise to one schema, dedupe by business hash, reconcile to your Sheets baseline. No data janitor role required.
A workbench, not a wall of data. Sell signals, action items, client reviews due — surfaced by risk not by rowcount. Your clients get pages that read like private-bank statements, not spreadsheets.
Reproducible XIRR (GIPS 5.A.1.a as-of date). Actual/365 day count. FX-normalised to SGD. Every calculation documented at /methodology so your compliance officer never has to guess.