Author: Chintan Sanghavi

In the face of ever-stricter regulatory rules, rising client expectations for timely insights, and downward pressure on margins, wealth management firms are searching for ways to make their complex data management and reporting infrastructures less costly and more performant, reliable, and accurate—and able to support intraday reporting to better serve both internal stakeholders and clients. By leveraging the power and scalability of AWS along with Unqork’s codeless development platform, the firm was able to build highly scalable, transparent, event driven, and flexible data platform. By doing so, the firm will be able to deliver near real-time reporting, support more timely and powerful insights to advisor and client experiences, and power all new initiatives thanks to significant gains in operational efficiencies.

Learn how Drata’s suite of continuous automated compliance solutions can help accelerate SaaS providers’ journey to compliance frameworks. These solutions allow customers, such as SaaS providers, to monitor their diverse workload spread across multiple accounts, and customize the controls they need to apply for their chosen compliance framework, and any of the other 14+ frameworks to which Drata has mapped their controls.