Circadian

Circadian specialises in middle-office data intelligence and reporting to support Wealth Managers in one of their core responsibilities: building and communicating model portfolios. Our services support over £3bn of assets, helping wealth managers streamline insight and reporting, e.g. - Funds ranking; - Model Portfolios; - Client Documentation; and, - Client Communications. The DFM continues its core, fee-earning bit, researching and choosing the funds for selection into model portfolios for clients. The data intelligence and reporting that follows – the data wrangling of the middle-office – just isn’t profitable for the DFM or IFA. We handle that for you. All of our tools are highly configurable, so you can easily automate, visualise, and simplify any complex portfolio data. If it's financial data, we'll visualize and communicate it for you.