Siddhartha Lahiri

Outlook Basis

wealth management portfolio management investment management portfolio attribution portfolio analysis robo advisory digital wealth management technology finance technology finance software development technology solutions data aggregation financial analytics cloud-based software client onboarding digital transformation e2e platform operational efficiency performance reporting risk analytics personalized client experience advisor collaboration investment policy statements multi-currency analytics client reporting customizable solutions wealth in a box front-to-back office solutions integration services compliance management financial advisory apps investment platforms holistic portfolio view automated advisory flow data management wealth tech family office solutions wealth technology micro apps investment strategy risk assessment data visualization client engagement tailor-made solutions plug & play technology digital wealth platform saas applications client lifecycle management financial institutions integration wealth management software investment performance analytics portfolio intelligence scalable wealth solutions insights generation financial services information technology & services