Digital solutions for Wealth Management finance and other central functions.
Our aim is to modernise and empower the wealth management finance function through innovative analytical and reporting solutions. As backed up by proven success, we believe that IBM Planning Analytics is ideal for the industry’s reporting requirements. Our solution accelerators are industry leading, combining years of direct experience with a modern, cutting edge technology platform.
We have pre-built data models that can be implemented in much shorter timeframes. The application build requirements are significantly reduced, allowing any implementation to concentrate on the data and reporting side of the delivery.
If our accelerators don’t fit or if you are looking for a bespoke solution, then we can work with you to deliver a successful outcome.
We combine the talents of qualified accountants and experienced developers. Everyone has recent, relevant experience in delivering finance change within the wealth management industry. Our success is based on understanding the industry, your business and reporting requirements and delivering a fit for purpose solution.
Meet the leadership team
David has been key in the design of FinanceBI’s Wealth Management modules and is perfectly placed to understand your individual reporting requirements and unique data challenges. As a finance change professional, David provides the link between the finance team and FinanceBI’s development team providing expert advice to both the project team and clients.
David qualified as a chartered accountant with KPMG before embarking on a finance change career with Brewin Dolphin, RBS & ABN Amro.LinkedIn Profile
Paul has 20 years experience delivering IT finance, analytics, reporting and planning solutions as a senior IBM Cognos TM1 and IBM Planning Analytics Consultant. With most recent experience at Brewin Dolphin, ICBC Standard Bank and Barclays, Paul can draw upon years of knowledge of financial services delivery.
Paul’s technical experience, vision and agile approach has guided each project and converted client and industry requirements into cutting edge software solutions. Paul is a certified IBM Cognos TM1 consultant.LinkedIn Profile