LudoX: wealth management reports in minutes, not hours
LudoX removes repetitive report preparation from wealth managers, turning a process that can take up to an hour per report into a workflow that produces client-ready reports in minutes.
The problem: reporting was consuming wealth managers' time
Wealth managers can spend up to an hour preparing each client report. Data needs to be gathered, checked, formatted, and turned into a professional document before the advisor can get back to the client work that creates value.
At scale, manual reporting becomes a hidden operating cost. It creates inconsistent turnaround times, ties skilled people to repetitive production work, and limits how many clients a firm can serve without adding more administration.
The solution: generate professional reports in minutes
G3 Digital helped LudoX turn the reporting process into a repeatable platform workflow, so wealth managers can produce consistent client reports without manually assembling each one.
1. Prepare the data
Portfolio performance data from the wealth platform, such as Netwealth or Praemium, is supplied to the LudoX workflow and processed consistently for the relevant client and reporting period.
2. Generate the report
The platform turns the inputs into a polished, client-ready report in minutes rather than leaving a wealth manager to build it manually.
3. Scale reporting capacity
A repeatable process lets firms produce more reports without adding the same amount of administrative work or taking advisors away from clients.
The business return
The value is not just faster report production. It is skilled wealth-management capacity returned to client service, advice, and growth. For some clients, the annual saving is estimated at approximately $80,000-$100,000.
More time for clients
Wealth managers spend less time assembling documents and more time advising clients, improving relationships, and supporting business growth.
Built for sensitive reporting
LudoX processes sensitive financial data without retaining client records, using isolated client environments and compliance-focused controls to support enterprise reporting requirements.
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