Your team shouldn't be doing this by hand.
Every week, someone at your firm is spending hours on data work that follows the same pattern every time — reformatting files, reconciling reports, moving numbers from one place to another. It's repetitive, it's error-prone, and it's time that should be going toward clients.
I build automated pipelines that eliminate this work.
How it works
Your team drops files into a shared OneDrive folder. A pipeline built specifically around your workflow picks them up, processes them, and delivers the outputs to you. There's no new software or platform to learn.Every input and output is logged and retained for seven years, so if you ever need to reconstruct what happened and when, the record is already there.Before I build anything, I sit down with you and understand the process in detail: the inputs, the logic, and the edge cases. Every pipeline is built from scratch. Nothing is templated.
Why Fluid Processes?
I provide custom data automation for Registered Investment Advisers. I specialize in building reliable pipelines for structured data, allowing RIAs to scale their operations without increasing headcount.
Every firm’s data environment is different. If you have a recurring process that feels like it should be automated, let's discuss if it’s a fit for a pipeline.
Client data is handled in accordance with my Data Handling Policy, which covers storage, retention, and access controls.