Case Study: Whitnell & Co. achieves sub-10-minute report preparation (down from 2 hours) with Altair Knowledge Works

Whitnell & Co. Cuts Report Prep Time from 2 hours to less than 10 minutes with Altair® Monarch®

Whitnell & Co., a 25‑year wealth management firm serving 300+ clients, faced a time‑consuming, error‑prone monthly reconciliation: 415 packaged reports built from 20 tab‑delimited source files and more than 46,000 records required manual import and formatting, a process that took about two hours per run and prevented timely, firm‑wide comparisons.

By deploying Altair Monarch to combine and standardize the text files into a single table, Whitnell cut report prep from ~2 hours to under 10 minutes, enabled full side‑by‑side account reconciliations (completed in eight hours), identified and resolved over 4,000 errors, and can now detect required changes within 24 hours—reducing manual errors and improving client confidence in their reports.

Whitnell & Co.

Tracy Hojka

Manager of Operations