Consolidated net position
The Whitmore Family, representative trend, last 12 months
Current allocation by category
Across all 3 managed families, this reporting cycle
Team
Families held and hours automation returned this month
Where the firm saves time
Staff chase each external advisor — private bankers, estate agents, fund managers — by email and phone for a current value every reporting cycle: about 2 hours per advisor, across roughly 5 advisors per family and 3 families, converted to a monthly figure. Automated: positions pull straight into one consolidated ledger, leaving a quick accuracy check.
Assembling the full consolidated position report for each family by hand — pulling every advisor's numbers into one document — takes about 6 hours per family, per quarter, across 3 families. Automated: the report generates from the live ledger in seconds.
Recent activity
Manual vs automated
Done by hand today
Staff email or call each external advisor for a current value, then stitch the figures into a spreadsheet by hand for every family, every reporting cycle. Across 3 families and roughly 5 advisors each, that runs to approximately 30 hours a month before the report is even drafted.
Automated here
This ledger holds every advisor's last-reported position live, by family and category, recalculating the consolidated total the moment a category is toggled. Building the same view here takes under a minute of review time.