Waterfield Advisors

Developed a workflow management platform to automate investment statement processing, task tracking, and report generation for wealth advisory teams.
Platform Developed
Android
Web

Overview

Manual follow-ups and repetitive processes created inefficiencies in wealth advisory operations. A React–NodeJS system with customer management, task tracking, analytics, and audit trails was built to streamline workflows. This improved accountability, reduced manual effort, and enabled faster, data-driven decision-making.
 

Problem

  • Waterfield Advisors relied heavily on manual processes to manage investment statements and generate wealth advisory reports, leading to inefficiencies and productivity loss.
  • The lack of an automated workflow increased repetitive tasks and follow-ups, highlighting the need for a streamlined solution.

Solution

  • Centralized Task & Client Management: Introduced a custom workflow system enabling family-based customer profiling, task assignment, document verification, and report dispatch with full performance tracking.
  • Comprehensive Admin Controls: Enabled employee and leave management, customer segmentation, and dynamic task reassignment for better workload distribution and service continuity.
  • Real-Time Analytics & Audit Logs: Provided Super Admins with monthly reports on employee activity, client engagement, and document flow, along with full audit trails for data transparency.
  • Operational Efficiency & Accountability: Streamlined internal operations by offering granular control across teams, reducing manual intervention and boosting visibility into deliverables.

Key Business Outcomes

  • 50% Increase in Operational Efficiency: Centralized task, client, and employee management reduced manual effort and streamlined internal coordination
  • Improved Transparency & Accountability: Audit trails and performance dashboards provided clear ownership, better oversight, and real-time responsiveness.
  • Scalable, Data-Driven Operations: Structured workflows and monthly analytics enabled smarter decision-making and consistent client service across growing teams.

Technology

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Office Locations
Development Centre
Chennai
NO. 07, Kumaran Nagar, 200 Feet Radial Road,
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
Registered
Address
Nazareth
Registered Address
Nazareth
13, Agapaikulam 8th Street,
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617.
US Office
United States
2093 Philadelphia, Pike,
#5056 Claymont,
DE 19703, United States.
Singapore Office
Singapore
101 Cecil Street,
#20-11 Tong Eng Building,
Singapore 069 533.
Development
Centre
Nazareth
Selvan's Complex, 203,
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Development
Centre
Tirunelveli
AP Towers No. A16, NGO 'A' Colony,
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Development
Centre
Chennai
NO. 07, Kumaran Nagar, 200 Feet Radial Road,
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
Registered Address
Nazareth
13, Agapaikulam 8th Street,
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617.
US Office
United States
2093 Philadelphia, Pike,
#5056 Claymont,
DE 19703, United States.
Singapore Office
Singapore
101 Cecil Street,
#20-11 Tong Eng Building,
Singapore 069 533.
Development Centre
Nazareth
Selvan's Complex, 203,
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Development Centre
Tirunelveli
AP Towers No. A16, NGO 'A' Colony,
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Register Address
Nazareth
13, Agapaikulam 8th Street
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617
US Office
United States
2093 Philadelphia, Pike,
#5056 Claymont,
DE 19703, United States.
Singapore Office
Singapore
101 Cecil Street,
#20-11 Tong Eng Building,
Singapore 069 533.
Development
Centre
Nazareth
Selvan's Complex, 203,
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Development
Centre
Tirunelveli
AP Towers No. A16, NGO 'A' Colony,
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Development
Centre
Chennai
NO. 07, Kumaran Nagar, 200 Feet Radial Road,
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
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