Data-Driven Intelligence for Modern Enterprise
Shree Analytics transforms complex financial data into actionable insights through advanced analytics, AI, and deep domain expertise.
Built on financial expertise and data science
Shree Analytics emerged from a clear mission: help enterprises turn raw data into competitive advantage. We combine deep knowledge of financial systems with advanced AI to solve real business problems.
Deep expertise across data, finance, and AI
Our specialists combine technical mastery in analytics and machine learning with real-world financial systems knowledge to deliver solutions that drive measurable results.
Founder & Lead Data Architect
Rajesh Kumar
Rajesh brings 15 years of experience in financial systems and data engineering. He leads Shree Analytics' technical vision, specializing in portfolio management platforms and large-scale data infrastructure.
AI & Machine Learning Specialist
Priya Sharma
Priya designs and implements advanced machine learning models for financial analytics. Her expertise spans NLP, deep learning, and predictive algorithms that transform raw data into actionable intelligence.
Trusted by enterprises for data-driven results
Organizations across financial services and enterprise sectors rely on Shree Analytics to transform complex data into strategic decisions that drive measurable outcomes.
Shree Analytics completely transformed how we handle portfolio reconciliation. Their expertise in Advent Axys reduced our monthly close time by weeks and eliminated recurring discrepancies.
Rajesh Patel
Operations Director, Asset Management Firm
Their custom reporting solution using SSRS gave us real-time visibility into client billing. The automation they built saves our team 15 hours every week on manual reconciliation tasks.
Priya Sharma
Financial Controller, Investment Advisory
We needed someone who understood both the financial systems and the data science behind them. Shree Analytics delivered an AI-driven portfolio analysis tool that our investment team now uses daily.
Amit Verma
Chief Technology Officer, Wealth Management
Their data engineering work on our APX integration was seamless. They handled complex corporate action processing and custodial data flows without disrupting our operations for a single day.
Deepika Menon
Head of Systems, Global Financial Services
Building trust through measurable results
Shree Analytics has delivered data-driven solutions to modern enterprises, helping organizations transform complexity into clarity and drive informed decisions across financial systems and analytics.
10+
Financial platforms mastered
Deep expertise across Advent Axys, APX, Schwab Portfolio Center, and other enterprise systems.
6+
Core service areas
From financial systems consulting to AI and machine learning, automation, and custom reporting solutions.
15K+
Monthly revenue
Consistent growth driven by delivering measurable value to enterprises across multiple industries.
100%
Custom-built solutions
Every engagement is tailored to your specific financial workflows, data infrastructure, and business goals.
Questions about Shree Analytics
Find answers to common questions about our services, expertise, and how we work with enterprise clients.
What financial systems does Shree Analytics specialize in?
We specialize in Advent Axys, APX, and Schwab Portfolio Center. Our expertise covers portfolio reconciliation, cost basis tracking, corporate actions processing, and client reporting across these platforms.
How does Shree Analytics approach data engineering projects?
We use SQL, Hadoop, and AWS Lambda to build scalable data pipelines. Our process includes requirements analysis, architecture design, implementation, and optimization to ensure your systems handle growing data volumes efficiently.
What machine learning capabilities do you offer?
We apply linear and logistic regression, PCA, time series analysis, and factor analysis to your business problems. Our data scientists work with you to identify patterns, forecast outcomes, and automate decision-making processes.
Can Shree Analytics automate our existing workflows?
Yes. We analyze your current processes and build automation solutions using industry-standard tools and custom development. Our goal is to reduce manual work, eliminate errors, and free your team for strategic tasks.
How do you handle custom reporting and dashboarding?
We build dashboards and reports using SSRS and Excel macros tailored to your metrics. Whether you need daily operational reports or executive summaries, we deliver insights in the format your team uses every day.
What is the typical engagement process with Shree Analytics?
We start with a discovery call to understand your goals and current systems. Then we propose a scope, timeline, and investment. Throughout the project, you have regular updates and can adjust priorities based on emerging needs.
Still have questions?
Reach out to our team. We're ready to discuss your specific needs and show how Shree Analytics can help.