Advanced Analytics and AI Solutions for Enterprise
Transform complex financial data into actionable intelligence with our proven data analytics, AI, and financial systems expertise.
Transform Data Into Actionable Insights
Shree Analytics delivers end-to-end solutions spanning financial systems, AI, automation, and custom analytics tailored to your enterprise.
Financial Systems Consulting
Deep expertise in Advent Axys, APX, and Schwab Portfolio Center. We optimize portfolio reconciliation, cost basis tracking, and corporate action processing.
Data Analytics & Business Intelligence
Convert raw data into strategic insights. We design analytics pipelines that surface trends, risks, and opportunities across your operations.
AI & Machine Learning Solutions
Leverage regression models, NLP, deep learning, and predictive algorithms. We build systems that learn from your data and drive smarter decisions.
Automation & Workflow Optimization
Streamline manual processes through intelligent automation. We reduce operational friction and free your team to focus on strategic work.
Custom Reporting & Dashboarding
Build tailored SSRS dashboards and macro-driven reports. We deliver insights in the format your stakeholders need, when they need them.
Data Engineering & Big Data Processing
Handle massive datasets with SQL, Hadoop, and AWS Lambda. We architect scalable pipelines that move, process, and secure your data.
Trusted by enterprises for data-driven results
Organizations across financial services and beyond rely on Shree Analytics to transform complex data into actionable intelligence that drives measurable business impact.
Shree Analytics transformed our portfolio reconciliation process. What took days now happens in hours with zero errors. Their financial domain expertise is unmatched.
Rajesh Kapoor
Chief Operations Officer, Investment Management Firm
Their custom reporting solutions saved us thousands in operational costs. The SSRS dashboards they built give us real-time visibility we never had before.
Priya Mehta
Finance Director, Asset Management Company
The ML models Shree Analytics developed improved our client segmentation accuracy by 40 percent. Their technical depth combined with financial knowledge is rare.
Vikram Singh
Head of Analytics, Wealth Management Platform
Implementing their data engineering solutions reduced our ETL processing time significantly. The team understood our Advent Axys environment better than our internal staff.
Neha Desai
Technology Manager, Institutional Brokerage
Shree Analytics automated our billing workflows completely. They delivered on time, understood the complexity, and provided excellent post-implementation support.
Amit Patel
Operations Lead, Financial Services Firm
Their NLP solution for document processing handles thousands of corporate action notices monthly with minimal manual intervention. The accuracy is exceptional.
Sanjana Gupta
Senior Operations Manager, Portfolio Services
Proven results across financial systems and data solutions
Shree Analytics delivers measurable impact for enterprises through expert financial systems consulting, advanced analytics, and AI-driven automation that streamlines operations and uncovers actionable insights.
15+
Financial platforms
Deep expertise across Advent Axys, APX, Schwab Portfolio Center, and other enterprise financial systems.
6+
Core service areas
From data analytics and machine learning to automation and custom dashboarding, we cover end-to-end solutions.
$15K+
Monthly revenue
Strong growth driven by enterprise clients relying on our consulting and AI solutions for critical operations.
100%
Custom approach
Every engagement is tailored to your specific financial workflows, data infrastructure, and business goals.
Choose the right plan for your needs
Shree Analytics offers flexible engagement models tailored to your data and AI requirements. Select a plan that matches your scope and complexity.
Data Analytics
Custom
project-basedExploratory analysis, dashboarding, and business intelligence for financial and operational data.
Features:
Financial Systems Consulting
Custom
engagement-basedDeep expertise in Advent Axys, APX, Schwab Portfolio Center and portfolio reconciliation workflows.
Features:
AI and Machine Learning
Custom
project-basedNLP, predictive modeling, and deep learning solutions for financial forecasting and automation.
Features:
Data Engineering
Custom
engagement-basedPipeline development, automation, and cloud infrastructure using SQL, Hadoop, and AWS Lambda.
Features:
Turn Your Data Into Strategic Decisions
Let our team of data experts build a custom solution that drives results. Start with a free consultation to explore what's possible for your organization.