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The Frame Financial Challenge

When

October 21, 2026

11:00 am - 12:00 pm

Bookings

Bookings closed

Event Type

We are delighted to present a Challenge from Frame Financial on Wednesday, 21st October 2026 at 11am

FRAME Financial is a specialist advisory firm with over 45 years of experience serving individuals, families and business owners across Ireland. Built on a reputation for precision, discretion, and deep technical expertise, FRAME provides a single, trusted team that spans operations through to ownership structure. The firm’s integrated offering — encompassing CFO support, accounting and audit, and multijurisdictional planning — is designed to protect and strengthen the commercial and personal interests of its clients across borders.

Frame Financial is looking to upgrade their platform for housing client data and client reporting.

Their current system Applied WealthTrack has a number of limitations including:

The system does not generate reports well. Reports are basic and do not reflect the standard of advice we give our clients.
Simple tasks take 4 clicks of a button to complete. Routine work that should be quick takes longer than it needs to.
Clients are limited when they log in to the client portal as to why they can see/do.

The new system among other things, should:

Have a visually appealing dashboard showing Assets Under Management, Portfolio split, client reminders etc.
Give each client secure access to their own portfolio, policies and documents.
Record Suitability Preferences and Risk Questionnaires on the CRM.

Register your colleague here

Challenge Brief