Home Platforms Insights Get in touch Platform data processing, advanced analytics, and curated industry data for the Australian market. From monthly fund flow uploads to bespoke research, all built to feed directly into your CRM or reporting.
Raw platform data files are processed, cleansed, and standardised on a monthly schedule. For Salesforce clients, data is uploaded directly into the CRM with reporting features configured. For non-Salesforce clients, clean flat files are delivered in CSV or Excel format. Unlimited historical integration is included at no additional cost. Available at three volume tiers from 2,500 to 20,000-plus rows per month.
Receiving data from 7 platforms, consolidated into a single standardised format and uploaded to Salesforce monthly. Historical backfill covered 4 years of data. Distribution team went from spending 2 days per month on Excel reconciliation to zero.
Interactive Power BI dashboards delivering visual insights into fund flows, FUM history, and distribution trends. Dashboards are cloud-hosted, refreshed monthly in line with platform data uploads, and accessible from any browser. Users can apply filters, explore data in detail, and export underlying datasets. Up to 5 user logins included. Dashboards are built to each client’s products, platforms, and team structure.
Power BI dashboards built across 4 product lines, showing flows by adviser, platform, and state. Head of distribution now runs the Monday pipeline meeting directly from the dashboard instead of a manually prepared spreadsheet.
Curated database of advisers, practices, and licensees maintained for the Australian financial services market. Available as a one-off snapshot, a monthly status update on existing records, or a full monthly refresh including new additions, ceased records, and structural changes. Delivered as a direct upload into Salesforce or as flat files for manual import. Includes verified contact details, AFSL data, and segmentation fields compatible with CCD data standards.
Entering the Australian retail adviser market. Initial upload of 4,200 adviser records with practice and licensee mapping on the Prime monthly tier. Sales team identified 180 target advisers in the first week that were not in any previous internal list.
Bespoke data research and compilation for markets, geographies, or contact types outside our standard industry data coverage. Research draws on verified public databases, industry reports, and proprietary methods. Delivered as a one-off dataset or updated on a monthly or quarterly schedule. Integration into your CRM or other data management systems is available on request.
Custom research compiled a dataset of 320 US-based investment consultants and family offices, mapped by AUM, strategy focus, and contact details. Delivered in 3 weeks.
Most engagements begin with a conversation about what is not working. We will tell you what we think, and whether we can help.
adrian@crinklecutdigital.com