How a Family Office Unlocked One Financial View With AI
No SQL
Not disclosed
Not disclosed
PMs, analysts, and admins across a multi-company portfolio needed consolidated financial answers without writing SQL or wrangling Excel. Data sat in isolated silos across companies, requiring strict access boundaries while still needing unified reporting.
Embedded as a cross-portfolio delivery partner, TrustEvals shipped per-company financial dashboards and applications across holdings and designed a natural-language query layer for conversational reporting over consolidated financials. A governed access system applies company-level scoping and role-based access controls.
Governance, audit trails, and data-confidence mechanisms were architected from inception so cross-company consolidation never violates access boundaries. Per-company apps were delivered in parallel with building the conversational NL-to-financials reporting layer.
Best fit for multi-entity investment or holding groups that need one consolidated financial view while keeping strict per-company access boundaries.
Conversational reporting
Per-company apps delivered
Access boundaries preserved
Unmukt Raizada
The family office worked with the experts, embedded as a cross-portfolio delivery partner, to ship per-company financial apps and design a natural-language query layer over consolidated financials. Portfolio managers and analysts now get consolidated answers in plain language, without writing SQL or wrangling Excel, while company-level scoping preserves per-entity access boundaries.
The work combined conversational AI and data synthesis: per-company financial dashboards and apps plus a natural-language query layer that turns plain-language questions into consolidated financial answers, with company-level scoping, role-based access, and audit trails. Specific technologies are not named in the record.
A natural-language query layer lets users get consolidated financial answers without SQL or Excel, multiple per-company financial apps were delivered or in user acceptance testing across the portfolio, and company-level scoping and role-based access ensure consolidation never crosses access limits.
The record does not specify a timeline. At the time of the case, per-company apps were delivered or in user acceptance testing while the natural-language reporting layer was still in build.
It is best suited to multi-entity investment or holding groups that need one consolidated financial view while keeping strict per-company access boundaries.
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