Home Platforms Insights Get in touch Interactive dashboards that give distribution teams a visual, filterable view of fund flows, FUM trends, and adviser engagement. Cloud-hosted, refreshed monthly.
Power BI is Microsoft’s cloud-based business intelligence platform. We use it to build interactive dashboards that give distribution teams a visual, filterable view of fund flows, FUM trends, and adviser engagement.
Dashboards are hosted securely in the cloud, refreshed monthly in line with platform data uploads, and accessible from any browser. Users can apply filters to explore data in detail and export underlying datasets for further analysis.
We build dashboards tailored to each client’s products, platforms, and team structure. Most clients have three to five dashboards covering flows by product, flows by adviser segment, platform concentration, and state-level distribution coverage.
Related insights
Product lifecycle events are communicated to distribution, compliance, and marketing. The CRM configuration that segments campaigns and groups reports by fund name is rarely on the list.
A bounce is the only verified fact a marketing platform produces about a contact without anyone asking for it. Most of that information stops at the suppression flag and never reaches the CRM.
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.
If it is not working the way you expected, or you want to do more, hit us up.
info@crinklecutdigital.com