Enterprise-Wide Visibility Through Advanced Dashboard Analytics
Transform how you monitor business performance with our sophisticated enterprise dashboard that connects every stakeholder to the metrics that matter. From executive leadership to advisors, operations, finance and compliance teams, everyone gains interactive visibility into performance at all levels. Our analytics engine turns complex portfolio data into actionable intelligence—tracking critical KPIs, deepening client portfolio understanding, and revealing powerful insights on investment performance, advisor effectiveness, and client relationships all in one place.
Deep Portfolio Analytics at Your Fingertips
The platform aggregates data across all accounts, business lines, and regions to provide:
- Real-time performance tracking through interactive trend analysis charts
- Detailed inflows/outflows visualization showing business growth and asset allocation
- Comprehensive summary tables highlighting critical business metrics and trends
- Progressive disclosure capabilities for drilling down into specific insights
Effectively Track KPIs with Comprehensive Coverage
Our integrated platform provides powerful tools to monitor, analyze, and optimize your business performance at every level. Enabling you to identify growth opportunities, track key performance indicators, and analyze trends and patterns. The platform offers:
- Advanced analytics and risk assessment for all asset classes, including private equity, options, derivatives, off-book assets, and alternatives
- Integrated workflows for reporting, billing, trading, and compliance
- Single source of truth for consistent and reliable data across the organization
One Integrated Platform for Enterprise-Wide Collaboration
Manage your business with a common platform used by everyone in the firm including senior management, wealth managers, compliance officers, client administrators, and portfolio managers. The data-agnostic, API-driven platform ensures speed, scalability, and ease of integration with third-party applications, serving as a central hub for managing clients, portfolios, and the business.
Drive Growth Through Better Decision Making
Monitor the health of your business in real-time.