Manipulating data has never been simpler. Investment advisors, portfolio managers, branch managers, and executives can achieve an in-depth understanding of key business and portfolio metrics.
Drill down into your book based on a multitude of variables including product mix, client and household demographics and key metric trends.
In a single screen, access relevant indicators such as AUM, revenue, netflows and recurring revenue ratio to compare yourself to your peers.
Instantly identify the top performing segments based on revenue or AUM with an easy-to-use, visual analytics tool.
Elaborate risk mitigation strategies to determine which clients are in high-risk products and whether you are achieving revenue diversification.
Zero-in on opportunities on a real-time basis to be more competitive.
Access actionable business intelligence for different levels of the organization using an intuitive and dynamic interface.
Croesus Data Analytics
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