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 fingertips 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
Contact us to schedule your free demo today.
