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.
Related insights
Australian investment platform data arrives in as many formats as there are platforms. The work of consolidating it accurately and quickly is not a technical problem. It is an experience problem, and experience takes time to accumulate.
The instinct to minimise CRM fields mistakes tidiness for health. Fields are not clutter.
Field count is the wrong metric. A CRM with fifty well-governed fields is less reliable than one with three hundred fields that each have a clear purpose, a named owner, and defined update logic.
A static email list reflects the CRM at the point of last export, not today. As contacts change firms, status, and relevance, the list does not update. CRM-synced audiences do.
If it is not working the way you expected, or you want to do more, hit us up.
info@crinklecutdigital.com