Custom Reporting Software for Financial Advisors
Valeo Financial Advisors needed a modern alternative to Excel for client reports. SEP built a custom web app that saves advisors days of work and gives clients more polished reports.
Opportunity
Advisors spent days in Excel instead of with clients. Valeo needed reporting tools that produced polished reports and let advisors focus on strategy.
Results
- Custom app replaces Excel pain
- Reports cut from days to hours
- Polished deliverables for clients
Client
Advisors with a Holistic Approach
Valeo Financial Advisors is one of the largest independent firms in the Midwest and is ranked a Top 300 RIA Firm by the Financial Times.
Their advisors take a holistic approach to wealth management, helping clients with insurance, taxes, cash flow, education funding, and retirement planning.
About Valeo
Industry
Financial Services
Founded
1923
Region
Midwest U.S
Employees
10,000+
Opportunity
Advisors Need Better Tools than Excel
Valeo advisors valued the firm’s culture and philosophy, but asked for stronger tools to build client investment reports. The manual, Excel-based process took days to complete and limited the ability to deliver polished, modern client experiences.
Valeo wanted reporting software that freed advisors to focus on strategy instead of spreadsheets.
What We Did
DevOps Strategy & Implementation
Full Stack Development
Maintenance & Evolution
Product Discovery
Product Strategy
User Validation
Web Development
Solution
Delivering Modern Reporting Software for Financial Advisors
SEP partnered with Valeo to replace a stressful, Excel-heavy process with a custom web app built around advisors’ real workflows. From the start, the goal was clear: create software that made reporting faster and easier, while giving advisors tools that matched their high standards of service. We worked side-by-side with advisors to define the product direction, test ideas, and refine workflows along the way.
Developing a Roadmap
SEP ran a week-long Discovery with Valeo advisors to confirm needs, explore risks, and set priorities. Together, we clarified the vision and roadmap for the new product.
Our team prototyped solutions and worked directly with advisors to test workflows. Continuous feedback and iteration ensured the product was simple to use and fit real advisor needs.
Improving the Reporting Workflow
In building the new system, we focused on four areas where advisors struggled most:
- Data import was cumbersome and time-consuming.
- Data analysis required jumping between complex spreadsheets.
- Reports lacked the polish and branding that advisors wanted to deliver to clients.
- Trading involved manual steps after client approvals.
By addressing these challenges during design and development, we laid the groundwork for a tool that better supported advisors and their clients.
“A full team—full service for everything.”
SEP sets the bar high from the start, and they’ve met it; everything has been excellent. We picked them originally because of the design and technical function together; it’s a full team, full service for everything we’ve needed on this project. They’ve done a great job.
Tech Stack
ASP.NET (Core, SignalR) 
Azure 
Cypress 
Material Design System 
React 
Terraform Results
From Excel to Excellence: Reports in Hours, Not Days
The custom reporting app cut the time it took to create reports from several days to just hours. Advisors can now deliver polished, branded reports quickly and spend more time focusing on client goals. With SEP’s ongoing support, Valeo continues to enhance the system so it grows with their advisors’ needs.
Report creation time reduced from days to hours
Branded reports that strengthen client experience
Advisors spend more time on strategy, less on manual work
Ongoing updates keep the product ready for the future