How a Private Bank Transformed Portfolio Management with RollUp Magic

Industry Financial Services
Platform Salesforce

Overview

A prominent private bank in Kenya, managing thousands of high-net-worth (HNW) client portfolios, relies heavily on Salesforce for wealth management. However, advisors often struggled with manual, error-prone portfolio tracking processes. Calculating metrics like Assets Under Management (AUM), average ROI, and risk scores across diverse investment accounts required constant manual effort; delaying reports and insights that were critical for client trust and asset rebalancing.

Challenges

Manual Portfolio Calculations
Portfolio-level summaries such as total AUM and average ROI had to be manually computed, leading to delays and inconsistent data across the team.

Inconsistent Reports Across Advisors
Without automated aggregation, different advisors presented client performance in varying formats, creating confusion and risk of miscommunication.

Difficulty in Customizing Metrics for Clients
Each HNW client had unique preferences (e.g., risk-adjusted returns, ESG exposure, liquidity ratios), but without automation, customizing these reports was slow and inconsistent.

Our Solution

With the implementation of RollUp Magic, the bank gained real-time, automated rollups across custom Salesforce objects related to investment accounts, clients, and portfolios.

01 AUM Rollups
Automatically calculated total Assets Under Management by aggregating values across multiple investment records linked to each client.
02 ROI and Risk Score Aggregation
Averaged returns across asset classes and calculated client risk profiles based on dynamic data inputs; without writing a single line of code.
03 Multi-Level Summary Views
Delivered rollup insights at both advisor and executive dashboard levels, ensuring alignment across stakeholders.

Impact

90% Faster Client Summary Generation
Advisors could generate accurate, detailed client reports in seconds instead of hours—boosting both internal efficiency and client satisfaction.
Reduced Portfolio Tracking Errors
Automation removed the risk of manual miscalculations, ensuring compliance and data consistency across all portfolios.
Enhanced Advisor Productivity
Freed from data crunching, advisors could now focus more on client engagement, investment strategy, and portfolio growth planning.

Conclusion

With RollUp Magic, this private bank revolutionized its Salesforce-based wealth management workflows. Complex investment data is now rolled up, summarized, and reported in real-time; delivering greater transparency, speed, and accuracy across teams. The result? A smarter, faster, and more consistent client experience.

Whether you’re managing client portfolios, risk assessments, or investment summaries, RollUp Magic is your go-to Salesforce automation solution for the financial services sector.