Solution introduction
They say a picture is worth a thousand words
But our pictures are worth real money
CORE 2.0™ is a powerful, intuitive platform designed to be extensible, easy to upgrade, and comes loaded with a suite of tools that enable users to easily customize their reports. It’s built around three key features: performance analytics, customizable dashboards, and a report builder. CORE 2.0™ adds new functionality to the robust foundation established with our original CORE™ product.
CORE 2.0™ at a glance
- Customizable Advisor Dashboard
- AI, ML and Natural Language Generation tools built in
- Extensible Widget Library – add you own custom widget via our easily accessible API
- API access
- Suite of pre-built report packages
- PDF uploader, so you can supplement your data with additional insights
