Deliver actionable insights across portfolios, clients, and operations, enabling firms to get the intelligence they need to optimize service, track performance, and stay ahead of compliance and growth goals.
Custom
Reports & Data
Exports
Easily generate compliance, performance, or operational reports that are filtered by advisor, team, or client segment. Export data for regulatory filing, board reviews, or integration with other firm tools.
Client Engagement
& Behavior
Insights
Understand how clients interact with the platform from logins, document views, goal updates, and more. Identify disengaged clients, spot trends, and tailor outreach to improve satisfaction and retention.
Advisor & Practice-Level
Analytics
Track advisor activity, client growth, onboarding timelines, and AUM trends across individuals or entire firms. This helps leaders monitor productivity, allocate resources, and identify high-performing teams or advisors requiring support.
Client-Facing Insights & Engagement Tools
Use platform data to provide clients with clear, personalized insights on portfolio performance and goal progress, building trust and driving informed decisions. Visual dashboards and alerts transform raw data into actionable insights for informed decision making.
Client-Facing Insights & Engagement Tools
Use platform data to provide clients with clear, personalized insights on portfolio performance and goal progress, building trust and driving informed decisions. Visual dashboards and alerts transform raw data into actionable insights for informed decision making.
