Architecture Diagram
Interactive node graph demonstrating the data pipeline.
Trigger
Initiate Report Cycle
Trigger the performance reporting process based on a schedule (e.g., quarterly) or ad-hoc request.
Solved by:Internal Workflow Scheduler / Salesforce
Processing
Aggregate Account Data
Collect and consolidate client account holdings, transactions, and market values from various custodians.
Solved by:Orion Advisor Solutions / Envestnet | Tamarac
Processing
Calculate Performance Metrics
Compute time-weighted returns, money-weighted returns, and benchmark comparisons for all relevant client accounts.
Solved by:Addepar / Black Diamond Performance Reporting
Processing
Review & Approve Reports
Generate draft reports, allow advisors to review for accuracy, and obtain compliance approval.
Solved by:Broadridge / Internal Reporting Portal
Execution
Distribute & Archive
Securely deliver finalized performance reports to clients via portal or email, and archive for compliance.
Solved by:Orion Client Portal / DocuSign / Internal DMS
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