Case Study: Summit Wealth Advisory Group automates quarterly reports with Tangentia's RPA solution

Summit Wealth Automates 50% of Quarterly Report Generation Using RPA

Summit Wealth Advisory Group, a financial consulting firm serving private equity firms, family offices, and individual clients, was spending too much time on labor-intensive quarterly reports. The high report volume pulled employees away from higher-value work, created delays for smaller clients, and raised concerns about using low-cost solutions that could compromise data privacy. Summit Wealth turned to Tangentia for an RPA-based approach to improve efficiency without moving customer data out of the country.

Tangentia implemented an RPA solution that automated data capture by navigating websites, downloading required information, populating templates, and generating client-ready quarterly reports for review. As a result, Summit Wealth cut report generation time from about an hour to just a few minutes, automated more than 50% of quarterly reports, improved accuracy, and avoided the need for at least one additional hire, saving tens of thousands of dollars.

Summit Wealth Advisory Group

Paul Sabat

President