Client Attrition Risk Dashboard
Wealth and asset management executives can proactively identify the propensity of a portfolio to churn.
Team Member Activity
This dashboard provides managers comprehensive insight into the activites done by members of their team.
Opportunity Pipeline
This dashboard provides managers with insights into the opportunities that are in the pipeline.
Money Movement
See the inflow and outflow of money through a client over a designated period of time.
Referral Pipeline
This dashboard provides managers with detailed insights into their team’s referrals.
Book of Business
This dashboard provides managers their total accounts/entities and insight into their team’s AUM (assets under management).
Event Analytics
Track visitor traffic and revenue, visualized against a custom map of the event space
Dynamic Tables
Allow users to select grouped columns within a dynamically displayed table
Activity Planning: Who to Contact Next?
Set your activity plan by evaluating who in your portfolio should be contacted next
Activity Tracking: Easily Identify Trends
View activities across a variety of dimensions and spot trends over time