Wealth Management Platform for Riyadh PrivateBanking Firm
A private wealth management platform for a boutique Riyadh firm serving 380 high-net-worth clients — automating portfolio reporting and cutting advisor admin time by 62%.
Al-Rashid Private Wealth
Advisor Cockpit
Total AUM · 380 clients
﷼ 4.82B
Top HNW Portfolios
KSA-0042
Discretionary · Quarterly
﷼ 184M
+14.2%
KSA-0117
Discretionary · Quarterly
﷼ 96M
+9.8%
KSA-0208
Discretionary · Quarterly
﷼ 72M
−2.1%
Allocation
Blended
+11.8%
Q2 Report Ready
380 portfolios · EN + AR · 2.1s
Admin time
−62%
SAMA data residency
Riyadh · KSA
−62%
Advisor Admin Time
380
Client Portfolios
Instant
Report Generation
The Challenge
A boutique Riyadh wealth firm managed 380 HNW portfolios using spreadsheets, email, and a mix of custodian portals. Generating a client-ready quarterly report took 4-6 hours per client. Compliance audits required weeks of preparation. Advisors spent more time on admin than on clients, and junior staff churned from the tedium.
Our Solution
We built a private-label wealth management platform with real-time portfolio aggregation from multiple custodians, automated quarterly and ad-hoc reporting in Arabic and English, a client-facing portal with secure document exchange, and a compliance dashboard with full audit trails. Bank-grade security, SAMA-aligned data residency, and role-based access controls built in from day one.
What we delivered
Advisor admin time cut by 62% — reclaiming 1,400 advisor hours per quarter
Quarterly reports now generate in seconds instead of 4-6 hours each
Compliance audit preparation time reduced from 3 weeks to 2 days
Client NPS rose from 52 to 81 after launching the client portal
“Our advisors got their weeks back. The client portal alone has changed how our clients perceive us — we feel like a much bigger firm now.”
Managing Director
Riyadh Wealth Management Firm
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