About the client
A financial consultancy specialising in investment and wealth advisory services. They advise some of the largest institutional clients and are supported by billions in assets under advice.
Business challenge
Static, point-in-time reporting limiting trustee oversight and collaboration
Our client advises the trustees of large institutional funds, each of which requires continuous oversight, structured governance, and clear visibility for everyone involved. Progress against each fund was assessed through detailed readiness reviews, prepared by consultants and shared with the trustees responsible for governance.
However, these reviews were delivered as static Word documents. While detailed and standardised, they captured a single moment in time and could not reflect how a fund actually moved forward. Key challenges included:
- Point-in-time reporting: Assessments could not be updated or used to monitor ongoing progress
- Limited collaboration: Static documents made it hard to facilitate meaningful discussion between trustees and consultants
- Fragmented oversight: Preparation, counterparty engagement, finalisation, and financial tracking were handled separately, limiting transparency
- Scaling issues: Trustees responsible for multiple funds lacked a consolidated, real-time view across all of them
- Administrative burden: Reissuing and version-controlling documents for every update consumed consultant time that added no analytical value
As the number of active funds grew, these challenges compounded, making it harder for trustees to track progress and for internal teams to maintain control over the process.
Project goals
Our client was looking for a way to turn static readiness reviews into an interactive, continuous process. With that in mind, GoodCore proposed a bespoke web portal built around configurable modules that mirror how a fund actually progresses. Our idea would:
- Give trustees a single, secure place to manage and oversee every fund assigned to them
- Structure each fund into four connected modules covering preparation, quote & transaction, finalisation, and balance sheet tracking
- Provide live tracking of tasks and issue resolution to ensure timely progression toward going to market
- Give administrators full control to configure, update, and maintain fund data, including tasks, statuses, and financial inputs
- Deliver reporting and auditing tools for detailed extraction of fund data, user actions, and status changes
- Enforce role-based access and multi-factor authentication (MFA) to protect sensitive commercial information
The solution
The system is designed to reflect the client's existing advisory methodology, while replacing the document-based reporting layer with a live, shared workspace. By combining modular tracking with configurable administration and on-demand reporting, the platform gives every user real-time visibility into where a fund stands.
A modular view of fund progress
The portal breaks each fund into four connected modules, so trustees can see both the detail of any single stage and how the fund is progressing overall.
Preparation
Tracks the readiness tasks, data checks, and outstanding issues that must be resolved before a fund goes to market
Quote & transaction
Captures counterparty engagement, quotes received, and progress through the transaction stage
Finalisation
Manages the closing tasks and sign-offs required to complete the transaction
Balance sheet
Tracks the fund's financial position across the lifecycle, giving trustees a live commercial picture alongside operational progress
The Solution
Web portal : A secure, user-friendly interface where trustees access the funds assigned to them. Users gain a consolidated view across every fund and can drill down into module-level detail, improving oversight and decision-making.
Reporting and audit tools : Internal users can input a date range and generate reports covering user activity, funds added, fund status, and counterparty status, supporting both internal review and external scrutiny.
Admin portal: A dedicated portal for administrators to create, configure, and publish funds. Internal users can manage allocations, assign consultants, and keep records current, providing the flexibility to adapt the platform to different trustee requirements.
PDF snapshots: Both internal users and trustees can generate a snapshot of a fund at any time. Snapshots can be exported in full or filtered by selected modules and sections, with multi-select enabled for flexibility.
The impact
- The platform is now used daily by 150+ trustees and professional trustees, giving them real-time access to fund data for the first time.
- 200+ funds have been configured and actively tracked through the portal, replacing static Word-based reporting.
- Internal adoption has been strong, with 70% of the specialist advisory team and all administrators using the system daily.
- Trustees report a 60–70% reduction in time spent on oversight and reporting compared to the previous manual process.
- Consolidated, real-time visibility has replaced one-off documents, enabling faster, data-driven decisions across every active fund.
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