Hours back
Less time on reconciliations, reporting and chasing numbers, every week.
01 — What we do
The same shape, whatever we build.
Accuracy and auditability are the top priority of anything we build, with all data traceable to its source. LLMs are never used to produce a number or write to your data.
- Excel & spreadsheets
- Outlook & email
- Portals & systems
- PDFs & documents
Custodian reports, trade logs, order sheets, cash notices, corporate actions, broker research, valuation models, statements, filings, market data, notes. In whatever form they arrive.
Step 1
One place for your data
Positions, trades, cash, research and reports, captured and checked against their source. One set of numbers the whole team works from, in a portal and connected to your spreadsheets.
Step 2
One workflow at a time
We begin with whatever costs the team the most hours, often a reconciliation or a reporting pack. Once it is validated and trusted, the next workflow follows.
Step 3
What opens up
With the data in one place, new ideas are easy to explore: research tools, alerts, screens and analytics.
02 — What we unlock
What changes for the team.
One set of numbers
Everyone works from the same figures, each traceable to its source.
The whole picture
Positions, trades, research and performance in one view.
Room to explore
New ideas tried in an afternoon, without a project around each one.
03 — How we work
From a first conversation to a live workflow.
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01 No charge
A conversation
Tell us where the manual work is. You get an honest read on what is worth automating and what is not.
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02
The build
One workflow at a time, validated against your existing process before it goes live.
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03
Ongoing support
We monitor what we built, fix what breaks, and adjust it as your process changes.
04 — Get in touch
Tell us where the manual steps are.
A sentence or two is enough: which process, how often it runs, and what goes wrong. We reply within two business days.
Or email us directly at info@moltraanalytics.com