Automation by Industry
Asset Management
Automation Series
Transforming Asset Management Through AI-Powered Intelligence.
Features Built to Optimize Asset Management
Gain real-time visibility into AUM, fund flows, investor behavior, and broker performance — all within one intelligent, automated platform.
Time-Saving Automation
Reduces manual reporting effort by over 70%, freeing teams to focus on strategy.
Real-Time Visibility
Enables instant access to performance and compliance insights across all funds.
Enhanced Investor Communication
Improves transparency and engagement through clear, timely reporting.
Seamless System Integration
Integrates with legacy systems and modern data platforms.
…and more.
Asset Management
AUM Overview
A unified view of your firm’s health—AUM, fund structure, and performance in one place.
Instant KPI Tracking
Track AUM, fund rankings, NAVPS, and investor activity at a glance.
Fund Drill-Downs
View Outstanding Shares, performance trends, and monthly breakdowns by fund.
Benchmarking & Optimization
Compare returns to benchmarks and identify areas to scale or reposition.
Asset Management
Subscriptions & Redemptions
Monitor capital movement to understand fundraising trends and manage liquidity.
Capital Movement Insights
Track subscriptions and redemptions by fund, channel, or investor profile.
Trend Analysis
Spot seasonal cycles, large redemptions, and investor behavior shifts.
Liquidity Planning
Forecast cash demands and align strategies with fund inflows/outflows.
Asset Management
Broker Scorecard
Measure advisor performance to drive capital growth and client satisfaction.
Performance Ranking
Score brokers by assets raised, retention rates, and overall impact.
Conversion Insights
Analyze lead-to-investor funnels across regions or campaigns.
Sales Optimization
Surface training needs and scale high-performing strategies.
Asset Management
Goal Tracker
Keep your entire firm aligned to growth and revenue targets.Asset Management
Goal Tracker
Keep your entire firm aligned to growth and revenue targets.
Real-Time Target Tracking: Compare current performance to strategic AUM, flow, and revenue goals.
Team & Fund-Level Progress: Break down progress by team, manager, or product line.
Intervention Alerts: Flag underperformance early and take corrective action before targets are missed.
Asset Management
Investor Insights & Retention
Understand your investor base and maximize lifetime value.Asset Management
Investor Insights & Retention
Understand your investor base and maximize lifetime value.
Acquisition & Segmentation: Track new vs. returning investors, channel performance, and capital trends.
Behavioral Analysis: Monitor holding patterns, activity levels, and redemption behaviors.
Retention & Risk Monitoring: Identify loyalty drivers, concentration risks, and early churn signals.
Asset Management
Goal Tracker
Keep your entire firm aligned to growth and revenue targets.
Real-Time Target Tracking
Compare current performance to strategic AUM, flow, and revenue goals.
Team & Fund-Level Progress
Break down progress by team, manager, or product line.
Intervention Alerts
Flag underperformance early and take corrective action before targets are missed.
Asset Management
Investor Insights & Retention
Understand your investor base and maximize lifetime value.
Acquisition & Segmentation
Track new vs. returning investors, channel performance, and capital trends.
Behavioral Analysis
Monitor holding patterns, activity levels, and redemption behaviors.
Retention & Risk Monitoring
Identify loyalty drivers, concentration risks, and early churn signals.