Home Services Platforms Insights Get in touch Fund flow analytics built specifically for the Australian market. Standardised reporting on inflows, outflows, and FUM across platforms, products, and adviser segments.
Beaufort12 is a fund flow analytics platform built specifically for the Australian market. It provides standardised reporting on inflows, outflows, and FUM across platforms, products, and adviser segments.
We connect Beaufort12 data to Salesforce so distribution teams can see platform analytics alongside their pipeline and activity data. The result is a single view: which advisers are allocating, which are redeeming, and how that correlates with sales effort.
For managers who need more custom visualisation, we layer Power BI dashboards on top of Beaufort12 data to provide interactive, filterable views of flows and FUM history.
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adrian@crinklecutdigital.com