Give advisors and clients one clear view of every account.
Why teams choose 247 Labs
We have delivered secure systems for finance, insurance, and other regulated environments for more than a decade.
Clients rely on 247 Labs for practical delivery, strong engineering, and software shaped around real portfolio workflows.
Our team has shipped portals, data platforms, and workflow products across high-trust financial environments.
Our Clients
The platforms and partners we build with.
We integrate across the tools and technologies trusted by enterprise teams, grouped by where they fit in the stack.
Healthcare
Government
Technology
Finance
Services
Unified view services scoped around one accurate portfolio picture.
We scope around the data sources, reconciliation rules, and client touchpoints that decide whether a unified portfolio view is trusted and used.
Portfolio data assessment
Map your accounts, custodian feeds, and asset classes to find what it takes to build one reliable view.
Account and custodian aggregation
Connect internal accounts, held-away assets, and custodian feeds into one consolidated portfolio model.
Unified portfolio dashboards
Build advisor and client dashboards that present positions, balances, and performance in one view.
Reconciliation and data quality
Add matching, validation, and exception handling so the consolidated view stays accurate as data changes.
Portal and CRM integration
Surface the unified view inside client portals and advisor CRM so everyone works from the same numbers.
Refresh and monitoring setup
Launch with scheduled feeds, refresh logic, and monitoring so the view stays current without manual work.
Challenge Map
Fix the three gaps that keep portfolio data fragmented.
A unified view fails when accounts live in separate systems, custodian feeds do not reconcile, or advisors and clients see different numbers. We solve all three so one view stays accurate everywhere.
Account, custodian, and asset-class data lives in too many systems to combine quickly.
We build aggregation layers that pull accounts, held-away assets, and custodian feeds into one consolidated portfolio model so advisors see a complete picture without stitching exports together.
Often starts with a data source audit.Building and maintaining a single portfolio view eats engineering and ops time.
We develop the dashboards, reconciliation logic, and refresh workflows that keep a unified view current, so the firm maintains one trusted source instead of rebuilding reports by hand.
Best for firms with manual roll-up work.Advisors and clients see different numbers across portals and reviews.
We connect the unified view to your CRM and client portal so advisors, operations, and clients all work from the same consolidated portfolio data across every touchpoint.
Critical for client-facing trust.Case Studies
Finance case studies with measurable outcomes.
MoolahMate: mobile budgeting experience built around user needs
User-tested mobile planning flow
247 Labs turned a budgeting product into a mobile app by prioritizing user research, usability testing, and clearer feature delivery for people managing money on the go.
Read case study →
DOE budgeting portal: better data and faster planning visibility
40% better data accuracy
247 Labs built an ETL and dashboard framework that improved planning data quality, reduced manual effort, and gave teams stronger budget visibility across departments.
Read case study →
World Vision: stronger lending decisions through better data scoring
30% less processing time
247 Labs created a validation engine that scored survey entries, improved accuracy, and helped a micro-lending program move faster with more reliable inputs.
Read case study →Capabilities
The strategy, build, and controls layer behind one unified portfolio view.
We help teams map every data source, build the aggregation and dashboard layer properly, and deliver it where advisors and clients can trust the numbers.
Map the data behind the view
We align accounts, custodian feeds, and reporting needs before any aggregation work begins.
- Data source inventory
- Custodian feed assessment
- Reconciliation rule mapping
- View scope and KPI design
Build the aggregation and dashboards
We create the pipelines, consolidation logic, and dashboards that power a single portfolio view.
- Account and feed aggregation
- Consolidation and roll-up logic
- Advisor and client dashboards
- Refresh and monitoring setup
Keep the unified view accurate
We design reconciliation, validation, and exception handling so the view stays trustworthy.
- Position and balance matching
- Validation and exception checks
- Data freshness indicators
- Drift and feed change alerts
Support secure client handling
We design around access, records, and workflow controls expected in wealth and advisory environments.
- Role-based access
- Audit action history
- Sensitive data care
- Record control support
Tech Stack
A unified portfolio view should connect the accounts, custodians, and reporting tools you already run.
We build around the systems and users that determine whether a wealth platform actually improves client service and internal productivity.
I've been working with 247 Labs for over 5 years. They have been very committed to my projects! highly recommendTheir team has been able to take design, feedback from scratch and turned it into a revenue generating platform.
Russ Morrison, CEO and founder, TMS technologies
Business Benefits
One unified view pays off in time, accuracy, and client trust.
The value is less manual roll-up work, numbers everyone can rely on, and a complete picture clients can see in one place.
See the whole portfolio
Bring accounts, held-away assets, and asset classes into one consolidated view for advisors and clients.
End manual roll-ups
Replace spreadsheet assembly and exports with an aggregated view that updates from connected sources.
Trust one set of numbers
Use reconciliation and validation so advisors, ops, and clients all work from the same accurate figures.
Prepare reviews faster
Give advisors a complete, current picture before client meetings instead of rebuilding it each time.
Improve client clarity
Show clients their full financial picture in one portal view rather than scattered statements.
Ready to give advisors and clients one accurate view of every account?
Talk with 247 Labs about your data sources, custodian feeds, and client touchpoints so we can scope a unified portfolio view your firm can trust.
Start Your Unified View ProjectFAQ
Common questions before a unified portfolio view project begins.
Yes. We connect internal accounts, held-away assets, and custodian feeds into one consolidated model, using the feeds and data access your firm and providers can supply.
We add reconciliation, validation, and exception handling so positions and balances match across sources, and we flag stale or changed feeds before they reach advisors or clients.
Yes. We surface the consolidated view inside your client portal and advisor CRM so everyone works from the same numbers instead of separate reports.
No. We build an aggregation and dashboard layer over the systems you already run, so you get a unified view without ripping out existing platforms.
Let’s build something
great together.
We’re happy to answer any questions you may have and help you determine which of our services best fits your needs.
Call us at 1-877-247-7421 or email hello@247labs.com
Your Benefits:
- Client Oriented
- Independent
- Competent
- Result-driven
- Problem-solving
- Transparent
What happens next?​
1
We schedule a call at your convenience
2
We do a discovery and consulting meetingÂ
3
We prepare a proposalÂ
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