Whitnell & Co. Cuts Report Prep Time from 2 hours to less than 10 minutes with Altair ® Monarch ® SUCCESS STORY: smart City Background Based in Oak Brook, Illinois, Whitnell & Co. is a wealth management organization that has protected and enhanced the wealth of its clients for more than 25 years. The company provides a wide range of services including financial planning, investment management, retirement and estate planning, charitable planning and tax planning for over 300 clients/ families throughout the United States. Challenge Each month Whitnell has to generate 415 packaged reports that detail its clients’ purchases of security shares and investments. The individual lots need to be reconciled from Whitnell’s accounting system records to their multiple financial custodians.

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