Sigma Computing Consulting for Wealth Managers and RIAs
Stop rebuilding AUM, flows and advisor reports from custodian files every month. We build Sigma workbooks on Snowflake that give leadership and every advisor the same numbers.
The short answer
Where the Hours Go Today
- AUM and flows are rebuilt from custodian files in Excel each month.
- Advisor books and household lists come from the CRM in a different export.
- Revenue by advisor or household is worked out after billing closes.
- Acquired practices bring another custodian and another spreadsheet.
Sigma Workbooks We Build
- AUM and Net Flows
- Assets, inflows, outflows and market change by advisor, team, custodian and month, stored so any past month can be reopened.
- Advisor and Household Books
- Households, accounts, assets and revenue by advisor, with each advisor limited to their own book.
- Revenue and Fee Billing
- Billed fees by household, advisor and fee schedule, checked against assets, with exceptions flagged.
- Practice and Acquisition Roll-Up
- Acquired practices mapped to one set of households and advisors, so the firm view updates as they join.
Why Sigma Fits
- Each advisor sees only their book
- Row-level security by user, team or user attribute lets one workbook serve every advisor and team.
- Operations keeps a spreadsheet feel
- The grid works like Excel on live warehouse data, so operations and finance can check flows and fees without learning SQL.
- Client views in your portal
- JWT-signed secure embeds can put Sigma views inside your own client or advisor portal.
Data We Connect
- Custodian data feeds
- Portfolio management and reporting system
- CRM
- Fee billing system
- Financial planning tools
- General ledger
- Snowflake
Common questions
Is Sigma good for wealth management reporting?
Sigma fits RIAs and wealth managers with several custodians or systems whose data is in, or moving to, a cloud warehouse such as Snowflake, and whose operations team works in spreadsheets.
Can Sigma calculate net flows by advisor?
Yes, once custodian transactions are loaded and each account is tied to a household and advisor. We agree which transactions count as flows before building the view.
Can Sigma replace our portfolio reporting system?
Usually not for client performance statements. Sigma works best for firm, advisor and operations reporting across systems, next to the portfolio reporting tool you already use.
Can each advisor see only their own households?
Yes. Row-level security limits each advisor or team to their own households, while leadership sees the whole firm.
How long does a Sigma build take?
It depends on how many custodians and systems you have and how much history you need. We scope it on a short call, starting with one report.
Bring the report that eats your week
We'll look at it with you and say what Sigma would save. No pitch deck.