Home Platforms Insights Get in touch Platform data processing and advanced analytics for the Australian market. From monthly fund flow uploads to live dashboards, 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.
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