A Business Intelligence Solution to Make Better Decisions.

Accutech Insights

Visualize, analyze, and drive growth by gaining a better, clearer understanding of the trends that power your business.

See your data in one place.

The source of truth for trends in revenue and managed assets

Explore the cause and effect relationships of revenue and AUM
Continuously monitor and analyze fee revenue
Detect market fluctuations that impact revenue
Export data and Views in useful formats like Excel, PDF, and PNG

A Powerful Library of Visuals and Analytics

Access our library of core analyses, or add your own filters, either way, you always have the right data you need at your fingers tips so you always know what is happening in your business.

Calendar Heatmaps

Fee/Revenue Summary

Average BPS Targets by Account Size

Transaction Activity

System Usage by User

Market Value Comparisons

New Business Summary

Investment Summary

Progress Gauges

Anomaly Identification

Go beyond numbers.

Drill-In capabilities that find golden opportunities

Balance workloads for Account Administrators
Catch errors and anomalies faster, proactively resolving issues and increasing efficiency
Analyze cause and effect relationships
Compare revenue goals and targets

Let Insights do the work.

Reduce surprises by automating analysis

Automate the running and compiling of analyses
Receive notifications when key metrics are off track
Stay on top of operations and quickly identify challenges.

Make better decisions

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