Automated Enterprise Tech

Financial audit of wealth management applications, delivered from Bangkok.

We examine how advisory mandates, fee schedules, and portfolio reporting are applied in practice — so partners, compliance leads, and family offices can trust what clients see.

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What we examine

Wealth management applications are the living rules behind a client relationship: investment policy statements, discretionary boundaries, fee accrual, and the reports that follow. Our work stays in that territory.

Wealth Mandate Application Audit

Our flagship engagement — a structured financial audit of how wealth management mandates are applied across selected client books.

Fee Schedule Fairness Review

A focused audit of how published wealth management fee schedules are applied to statements and invoices.

Portfolio Reporting Integrity Check

Sampling of client portfolio packs to verify that wealth management applications are reflected accurately in what clients receive.

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Grounded in Bangkok advisory practice

From our office on Ratchadaphisek Road, we work with private banking desks, independent wealth advisors, and family office stewards who need a second set of eyes on how mandates are applied — not a sales pitch for new products.

Engagements stay document-led: policy files, fee letters, trade blotters, and client packs. Findings are written in plain language that risk committees can act on.

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A note from recent work

“Their sampling of discretionary overrides showed where our IPS language and actual trades had drifted apart. The fee schedule rewrite took longer than we hoped, but the findings were hard to argue with.”

— Head of Private Clients, Bangkok advisory firm

Field notes

Practical writing on mandate language, fee fairness, and reporting integrity.