Next-gen analytics & reporting

Gain business insights like never before. Access dashboards, reports, and business analytics - delivered at your fingertips.

Centralize all your data

Integrated data platform with robust end-to-end reporting across portfolio management, compliance, clients and more, enabling an instant view across the organization.

Pinpoint areas for focus and action

Proactively identify issues and opportunities across the business to optimize resource utilization.

Act on insights to drive your business forward

Spot patterns, answer key questions and take your organization to the next level with the information you need to get things done.

Features to understand your


Access key business metrics to understand your clients, AUM, transactions and other pieces of information. Quickly identify changes in trends and respond.

Advanced custom reporting

Design your own reports with the data that matters to you. Download them or share with your team to ensure that the right information is going to the right people.

Action reports

Pre-built action reports to manage account opening, transaction monitoring, reconciliation and other key features.
Easily view key information and respond to it immediately.

Interested in learning more?

Get in touch