Call for connected intelligence

As a growing private wealth management firm, Melbourne Capital Group faced a familiar but critical challenge: data fragmentation. Key information was spread across multiple databases, each with different structures and formats, making it difficult and time-consuming for teams to access the insights they needed.

With client expectations higher than ever, the firm needed a solution to unify its data, accelerate information access, and empower its advisors with the tools to drive deeper relationships.

That’s where we came in.

A unified platform for client engagement

Twine partnered with Melbourne Capital Group to assess the firm's existing data architecture and operational needs. We designed and delivered a solution that merged several large, disparate databases into a single, search-optimized platform.

To ensure seamless usability, we developed a browser-based user interface, enabling team members to easily query and navigate the newly integrated system. Twine handled the full deployment, including secure hosting, user access setup, and comprehensive training to ensure fast adoption.

The result: a consolidated data environment designed for speed, simplicity, and strategic advantage.

Impact matters