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.
We build automated pipelines that do it for them.
Your team drops files into a shared OneDrive folder. A pipeline built specifically around your workflow picks them up, processes them, and delivers outputs — automatically. No new software to learn, no manual steps, no chasing files.
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.
Each pipeline is built from scratch around how your firm actually operates. We sit down with you first, understand the process in detail, then build around it.
Fluid Processes is run by Emile Farkouh, CFA. We work with registered investment advisers to lighten their day-to-day workload.
If your firm has recurring data work that follows a predictable pattern, it may be automatable. A short introductory call helps us both figure out if it's worth exploring. If it is, we'll ask you to share some sample input and output files so we can make a clear assessment.
If you're interested, here's our data handling policy: