Home Services 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.
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adrian@crinklecutdigital.com