Investment analytics:

• Control exposure: This module gives advisors the ability to understand the exposure of their client book along various dimensions, for different levels of aggregation, from individual portfolios to the book level.
• Spot and act on trends: The client advisor can create multiple queries on filters such as instrument, position, client information, portfolio details, etc. and immediately see how their portfolios are exposed and act on any immediate threats.

Sales analytics:

• Advisor and end-client analytics: Senior management can track end-client and advisor activity over time, with key insights on overall hit rate and efficiency. 
• Data monitoring: This module also provides access to data such as number of accepted proposals, overall quality of portfolios over time and proposals generated, allowing management to make more meaningful decisions.