The challenge
TWP use Intelliflo extensively and wanted to improve their oversight of the asset book. Blank fields caused problems with manual analysis, which although sustainable was not scalable to TWP’s future growth plans.
The solution
- New, automated feeds directly from Intelliflo covering FUM and para-planner workflow.
- Pre-built dashboards giving a thorough overview of the data.
- User-driven analytics across 16 data structures.
The benefits
- A thorough understanding of the asset book and how it generates income.
- A simple, single process for data collection, aggregation, reporting and dashboards.
- Ad hoc analytical capability.
