Solution introduction
Understand investor behaviour with multi-dimensional analytics
Powerful dashboard for advisors and client services, correlating behavioural statistics at an individual level with investment data
Get a full picture of investor behaviour, by combining web and mobile analytics with investment performance, asset class exposure and CRM data.
Visualise investor journeys on an embedded dashboard, drilling down to individual action. Stay informed with notifications on significant movements.
Deliver innovation for your organisation. Get Insights from hidden patterns in the data, uncovered by Machine Learning algorithms.
