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.
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