Discover how wealth management firms are transforming their operations and delivering better client experiences with Collation AI.
A $2.5B AUM wealth management firm reduced operational costs by 40% and improved client onboarding time by 60% using Collation AI's automated data aggregation platform.
See how firms of all sizes are benefiting from our platform
$800M AUM | Family Offices
Consolidated 12 different data sources into a single platform, reducing manual data entry by 90% and improving accuracy.
$1.2B AUM | Independent RIA
Implemented AI-powered client insights that identified $50M in additional investment opportunities within the first quarter.
$450M AUM | Boutique Firm
Reduced client reporting time from 5 days to 2 hours with automated dashboard generation and custom analytics.
$3.1B AUM | Multi-Family Office
Achieved seamless integration across 20+ custodial accounts and improved client satisfaction scores by 35%.
$600M AUM | Private Wealth
Scaled operations to support 50% more clients without increasing headcount through intelligent automation.
$920M AUM | Fee-Only Firm
Reduced compliance preparation time by 70% with automated audit trails and regulatory reporting features.
Aggregate results across our customer base
Assets Under Management
Across platform
Data Sources Integrated
Custodians, CRMs, planning tools
Average Time Savings
On operational tasks
Platform Uptime
Enterprise reliability
Collation AI transformed how we handle client data. What used to take our team hours now happens automatically. Our clients get better insights faster, and our advisors can focus on what they do best - providing advice.
Sarah Chen
CTO, Premium Wealth Partners
The ROI was immediate. We saw significant cost savings in the first month and have continued to find new ways to leverage the platform. It's become an essential part of our technology stack.
Michael Rodriguez
Managing Partner, Velocity Advisors
Join these leading wealth management firms and discover what's possible with Collation AI.