Automated reporting, streamlined data pipelines, and actionable insights — so you can focus on your clients.
Get Started See Sample ReportTailored data solutions that save you time and elevate your client experience.
Professional quarterly reports generated automatically from your custodian data. Branded to your firm with AI-powered commentary.
Connect and normalize data from any source — custodian exports, APIs, spreadsheets, or legacy systems — into one unified view.
Interactive dashboards for real-time portfolio insights. Track performance, allocation, and client metrics at a glance.
A simple, streamlined process from start to finish.
Export your position and transaction data from your custodian — Schwab, Fidelity, Pershing, or any other platform. We work with any data format.
Our pipeline normalizes your data, calculates performance metrics, and generates insights automatically.
Get polished, client-ready PDF reports branded to your firm — delivered on your schedule.
716 Data Solutions was founded to help independent financial advisors compete with larger firms through better data and technology.
Based in Buffalo, NY, we 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, we build solutions that scale with you.
Ready to streamline your reporting? Get in touch.