Wealth Intelligence's award winning Analytics module provides intuitive, real-time intelligence helping you to make informed decisions. Customisable dashboards and visualisations use data from multiple sources to provide clear business intelligence, management information, compliance oversight and clear risk indicators to any stakeholder.

• A faster, deeper view of all your data, in one place, regardless of format or source 
• Many preconfigured functions including management information, compliance, data management and reconciliation
• Visualise the data how you wish to see it with intuitive drill downs and filters, tables, graphs and charts structured into realtime dashboards
• Add functions and algorithms to identify trends, outliers and perform mathematical and reconciliation functions
• Machine learning and AI ready

User cases:

• Management Information – a dashboard view of your business, allowing you to better understand its trends, identifying opportunities and challenges, and mitigating risk
• Compliance – ensure both you and your clients are compliant with all regulations and mandates
• Reconciliation – a tool kit allowing the reconciliation of two or more data sources such as holdings with custodians, CSDs and regulators
• Data Quality Management – allows you to constantly monitor your data, highlighting missing or erroneous data and identifying outliers