SCENARIO
Business Scenario
In traditional wealth management systems, changing a report field / adding a chart / adjusting styling requires submitting a request → IT scheduling → testing → deployment — a 1-3 week wait is the norm. Family office clients have frequent customisation needs and cannot afford to wait.
MECHANISM
Mechanism · Core Engine
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Polymorph
User self-service configuration layer — select data source / select metrics / select chart type / set filters — publish in 10 minutes with zero IT involvement. Already 100+ client self-configured charts delivered.