Performance management and data analytics for Wealth Management
We have taken market leading IBM Analytics software and pre-coded it to allow central functions to monitor investment performance, net flows or yield across multiple business structures. Our plug-in reporting and analytics solution can sit downstream of any core platform. AUM data is aggregated across platforms, whilst control checks ensure that all data is complete, standardised and ready for use. What’s more, you can choose whether to have monthly, daily or real time aggregation.
Central functions can understand:
One of the most powerful outcomes of our tool is the ability to structure the data in the way the business operates. For example, different rate cards across multiple platforms can be structured and understood before taking decisions on whether any changes are required.