Real-time data for fast decisions
Customizable dashboards with metric widgets, reports and real-time operational visibility. Make decisions based on data, not guesses.
Dashboard with performance charts, KPIs and financial metrics
Metrics that matter
Financial market KPIs pre-configured. AUM, NNM, acquisition and performance.
Dashboard Builder
Build custom dashboards with draggable widgets and flexible layouts.
Interactive Charts
Line, bar, pie, funnel charts and more. Interactive filters and drill-down.
Custom KPIs
Define the KPIs that matter for your operation. Goals, comparisons and alerts.
Export & Reports
Export dashboards to PDF/Excel. Schedule automatic email delivery.
Advanced Filters
Filter by period, advisor, team, product and any custom field.
Views by Role
Different dashboards for advisors, managers and directors. Each sees what they need.
Intelligence for your operation
Dashboards that turn data into concrete actions.
Customize Your View
Each user builds the ideal dashboard for their role. Drag widgets, configure metrics and save layouts.
- KPI widgets, charts, tables and lists
- Responsive layouts for desktop and mobile
- Dashboards shared with the team
- Pre-configured templates by role
Financial Market Metrics
KPIs specific to investment offices: AUM, NNM, acquisition, churn, average ticket and more.
- Consolidated AUM (Assets Under Management)
- Net New Money (NNM) by period and advisor
- Acquisition vs redemption rate
- Team performance ranking
