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Data Warehouse & Aggregation for Wealth Management Firms and Advisors

Wealth management firms are drowning in data scattered across custodians, CRMs, cores, and document systems. Legacy infrastructure slows insight generation, fragmented systems block a unified client view, and inconsistent data compromises accuracy and compliance. As a result, advisors today spend more time gath class="mb-20"ering and validating data than serving clients.

JIFFY.ai’s Data Warehouse & Aggregation brings all your investment, client, and operational data together—securely and intelligently. Powered by AI-driven automation, it brings real-time insights, stronger compliance, and a complete client 360° view that helps advisors make faster, more informed decisions.

With the Data Warehouse, you can:

• Simplify data management and eliminate silos with a universal domain model.
• Streamline extraction, validation, and governance with AI.
• Integrate seamlessly with custodians, cores, CRMs, and KYC systems.
• Deliver actionable insights through intuitive dashboards.
• Strengthen security and compliance across your enterprise.

Download the brochure to discover how JIFFY.ai's solution transforms data management into your next competitive edge.