Advanced analytics and AI expertise that delivers
Deep technical capabilities across data science, financial systems, and enterprise automation. Proven across SQL, machine learning, and cloud platforms.
Deep expertise across data, AI, and financial systems
We combine advanced analytics, machine learning, and financial domain knowledge to deliver solutions that scale. Our team masters SQL, Python, cloud infrastructure, and the specific systems your business depends on.
Trusted by enterprises for data expertise
Organizations rely on Shree Analytics to deliver measurable results through advanced analytics, financial systems optimization, and AI-driven solutions.
Shree Analytics transformed our portfolio reconciliation process, reducing manual errors by 40% and cutting operational overhead significantly within three months.
Rajesh Kapoor
Operations Director, Financial Services Firm
Their machine learning models improved our client reporting accuracy and delivery speed. We now generate custom dashboards in hours instead of days.
Priya Sharma
Head of Analytics, Investment Management Company
Implementing their Advent Axys consulting expertise solved years of data integration challenges. The team understood our financial systems deeply and delivered real solutions.
Michael Chen
CTO, Wealth Management Platform
Shree Analytics automated our billing workflows using AWS Lambda and custom reporting. We recovered two FTEs and improved billing cycle time by 35%.
Sarah Mitchell
Finance Manager, Corporate Services Company
Their NLP and deep learning solutions helped us extract actionable insights from unstructured financial data. Results exceeded our initial expectations.
Vikram Patel
Data Science Lead, Fintech Startup
Working with Shree Analytics on our SSRS dashboard implementation was seamless. Their financial domain knowledge made the difference in getting it right.
Jennifer Rodriguez
Business Intelligence Manager, Insurance Company
Proven expertise across data analytics and financial systems
Shree Analytics combines deep financial domain knowledge with scalable AI systems to deliver measurable results for modern enterprises.
15+
Technology stacks mastered
SQL, Hadoop, NoSQL, Pandas, NumPy, AWS Lambda, and advanced machine learning frameworks.
6+
Financial platforms supported
Advent Axys, APX, Schwab Portfolio Center, Morningstar, Moxy, and DTCC integrations.
4
Core service areas
Data engineering, financial consulting, AI solutions, and automation across enterprise workflows.
1
Dedicated expert team
Focused entirely on transforming your data into intelligent business decisions.
Questions about our expertise
Find answers to what we can deliver and how we work with your data.
What financial systems can you integrate with?
We specialize in Advent Axys, APX, Schwab Portfolio Center, and Morningstar. Our team handles custom integrations, data migrations, and system configurations specific to your platform needs.
How do you approach data engineering projects?
We start by understanding your data structure and business goals. Using SQL, Hadoop, and AWS Lambda, we build scalable pipelines that clean, transform, and deliver data exactly when you need it.
Can you handle portfolio reconciliation at scale?
Yes. We reconcile portfolios using deep financial domain knowledge, covering cost basis, corporate actions like splits and mergers, trading records, and billing. We've worked with custodial data and DTCC systems.
What machine learning capabilities do you offer?
We build predictive models using regression, classification, time series analysis, and factor analysis. Our team also develops deep learning solutions with NLP and neural networks for specialized financial use cases.
Do you create custom dashboards and reports?
We design and build dashboards using SSRS and custom macros. These integrate directly with your systems to automate reporting, reduce manual work, and give you real-time visibility into key metrics.
How quickly can you start a project?
Project timelines depend on scope and complexity. We handle discovery, planning, and execution systematically. Contact us with your requirements and we'll outline a realistic timeline for your needs.
Ready to discuss your project?
Reach out and tell us about your data challenges or technical goals.
Turn your data into competitive advantage
Explore how Shree Analytics combines deep financial expertise with advanced AI to unlock insights that drive real business results.