Solution introduction
The Intelligence Engine turns your investment and client data into always-on insight
Real-time dashboards track the metrics that matter, while ad-hoc queries let teams interrogate the data at any depth — from single-portfolio drill-downs to cross-book trend analysis
Key features
- Persistent and on-demand analytics – live and historical views for portfolio managers, relationship teams, operations and the C-suite
- Embedded Power BI – build bespoke visualisations or export data for deeper modelling in seconds
- Cross-client / cross-asset slicing – compare performance, risk and flows across any dimension
- API connectivity – surface analytics directly inside portals, CRM or Excel for friction-free workflows
Benefits
With the Intelligence Engine, investment and client data stops being a reporting by-product and becomes a live decision system. Persistent dashboards and ad-hoc queries expose performance, risk and flow patterns across any slice of your book, letting portfolio managers, relationship teams and executives resolve questions on the spot rather than overnight. That immediacy collapses spreadsheet cycles, accelerates investment calls and frees specialist staff to focus on revenue-generating analysis instead of data wrangling.
- Faster, fact-based decisions – no more spreadsheet consolidation
- Greater client confidence – answer complex questions on the spot
- Time saved for high-value work – analysts spend less time wrangling data
- Enterprise visibility – one version of the truth across the whole book
