Bea LambitcoPractical Data & AI

Consulting suite 03

Wealth & Investment

Tools for market research, fund analysis and operations, and factsheet generation and review.

Project catalogue

Explore the work.

Five projects in this suite. One is open to try today; the other four are available on request.

Demonstrations run on synthetic or controlled data, not on live client records.

NAVDesk PH

Compare fund NAV data, investigate differences, and document review evidence.

NAVFundsData quality
Available on request

AttribLab

Explain why a portfolio gained or lost value through attribution, reconciliation, and source-linked review.

AttributionPerformanceReconciliation
Available on request

Factsheet Studio

Prepare fund factsheets, check disclosures, generate outputs, and retain reviewer evidence.

DisclosureFactsheetsReview
Available on request

FundOps PH

Process fund transactions with maker-checker approval, investigate breaks, and preserve an audit trail.

OperationsMaker-checkerAudit
Available on request

How the suite works

From market and fund data to review-ready investment work.

  1. 01Monitor markets and source updates
  2. 02Validate NAV and portfolio data
  3. 03Explain performance and investigate differences
  4. 04Prepare reviewed factsheets and fund-operations evidence
  5. 05Support suitability checks and adviser judgment