Data Solutions for Financial Advisors

Automated reporting, streamlined data pipelines, and actionable insights — so you can focus on your clients.

Every report is fully customized to your firm's branding, data, and preferences.

What We Offer

Tailored data solutions that save you time and elevate your client experience.

Automated Reporting

Professional quarterly reports generated automatically from your custodian data. Fully customized to your firm's branding, colors, and layout — with AI-powered commentary.

Data Pipelines

Connect and normalize data from any source — custodian exports, APIs, spreadsheets, or legacy systems — into one unified view.

Analytics & Dashboards

Interactive dashboards for real-time portfolio insights. Track performance, allocation, and client metrics at a glance.

See It In Action

Watch how we turn custodian data into professional quarterly reports in minutes.

1:44

Get Started Download Sample

How It Works

A simple, streamlined process from start to finish.

Connect Your Data

Export your position and transaction data from your custodian — Schwab, Fidelity, Pershing, or any other platform. We work with any data format.

We Process & Analyze

Our pipeline normalizes your data, calculates performance metrics, and generates insights automatically.

Receive Your Reports

Get polished, client-ready PDF reports branded to your firm — delivered on your schedule.

About

I'm Adam — a data engineer with an MBA and a background in financial services. I've spent my career turning raw data into automated reports and processes. I combined that experience with my passion for investing, and 716 Data Solutions was born.

My goal is simple: help financial advisors spend less time on manual reporting and more time doing what they're best at — serving their clients.

Based in Buffalo, NY, I combine financial services expertise with modern data engineering to deliver enterprise-quality reporting at a fraction of the cost. Whether you're a solo RIA or a growing practice, I build solutions that scale with you.