KEYSYS built a secure AWS app that replaces spreadsheets, auto-aligns portfolios to risk, and generates client-ready cash-flow reports on demand.
Client Snapshot:
Money Matters is a 32-year-old financial-planning firm whose veteran coaches deliver personalized strategies—helping clients keep more of what they earn.
Business Challenge:
Planners relied on spreadsheets, Redtail CRM exports, and manual risk surveys—an error-prone workflow that ate hours per client and scattered sensitive data across local files. As the client base grew, compliance risk and staffing costs rose instead of true scale.
KEYSYS Solution:
A cloud-native AWS platform performs automated Redtail data syncs, auto-grades portfolios with a proprietary risk engine, and generates branded cash-flow reports on demand—replacing spreadsheet chaos with secure, on-demand planning.
Impact & Key Metrics:
Money Matters now delivers plans in under an hour—cutting prep time up to 80 %, eliminating spreadsheets, and giving instant portfolio-to-risk alignment so coaches advise instead of audit.
Before KEYSYS:
Disconnected spreadsheets and CRM exports forced planners into manual asset look-ups, creating a mounting backlog of client reviews—an error-prone, time-intensive process that strained staff and hindered growth.
After KEYSYS:
A unified web app now ties Redtail data, risk scoring, and cash-flow modeling into one secure, AWS-encrypted platform—automating plan creation in real time and freeing coaches to serve more clients without extra hires.
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