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%.
AlNoor
Private Wealth
Fahad A.
Sr. Advisor
Portfolio Overview
Khalid Al-Rashid · KSA-0042 · Discretionary Mandate
Portfolio Value
﷼ 184.6M
▲ +﷼18.2M YTD
YTD Return
+14.2%
vs TASI +8.1%
Unrealised P&L
﷼ 22.4M
▲ +﷼2.1M this mo
Performance
Allocation
+14%
Saudi Aramco
Energy
﷼42.8M
+2.4%
Al Rajhi Bank
Banking
﷼28.1M
+5.1%
Saudi Inv. Bank
Banking
﷼19.3M
−1.2%
Showing 3 of 24 positions
Q2 Report ready · 380 portfolios · Arabic + English · Generated in 2.1s
Portfolio YTD
+14.2%
Reports generated
380 in 2.1s
−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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