Get the competitive edge
Experience the benefit of Insight, with Umalut’s visual business intelligence (BI) dashboards. Visually presenting real-time data from every area of your business, a BI dashboard enables you to make reliable and informed business decisions that blow away your competition.

Why Your Business Needs Insight

Get the full picture
How can you ever hope to understand what’s happening in your business when your data is spread across multiple platforms, systems and software?

Bringing all your data together into a single business intelligence dashboard solves that problem. Quickly understand your business’s key metrics and how the data interacts with reports like revenue value by advisor, client or service, sales opportunities and funds under advice.

Make better decisions with more confidence.

Keep your finger on the pulse
Do you know how your advisors are performing? Can you tell who is converting the most leads or the highest revenue clients? How many referrals is each advisor generating?

Umlaut’s business intelligence reporting dashboards give you insights into your business and connections between your data that you’ve never had before.

Keep your business on course with at-a-glance analysis.

Get back to advising
Does pouring over your business reports take hours each week? Hours that you could spend advising your clients?

Let Umlaut’s business intelligence dashboard reports take the hard work out of your analysis. Your data is presented in real-time graphs in a central location so you can see your status quickly and easily.

And with Umlaut analysing your data for you, you’ll have more time back to do what you love best.