Analytics Dashboard
Filters
Active Users
+12.5%from last month
Total Sessions
+8.2%from last month
Avg. Session Duration
-2.1%from last month
Feature Adoption
+3.4%from last month
Benchmark Comparison
Comparing your firm's KPIs against similar firms.
Feature Usage
Usage of different platform features
User & Session Metrics
Trends for active users and average session duration
Session Flow Funnel
Onboarding funnel metrics for new clients.
Prospects
Consultations
Proposals
Onboarded
Product Roadmap
Upcoming enhancements and their target KPIs.
Q3 2024
Automated CRM Data Entry
Integrate with email and calendar to automatically create and update prospect records, reducing manual entry for advisors.
Funnel Drop-off Analytics
Provide a detailed view of where prospects drop off in the onboarding funnel, with reasons.
Q4 2024
Client Mobile App (Phase 1)
Launch a client-facing mobile app for viewing performance dashboards and receiving alerts.
E-Signature for All Documents
Expand e-signature capabilities beyond account opening to all client and firm documents, reducing paperwork.
Q1 2025
AI-Powered Session Summaries
Use AI to automatically summarize key takeaways and action items from client meetings.
Proactive Trading Alerts
Develop an AI-driven system to alert advisors to potential trading opportunities or risks based on market data.
Tech Enhancement Requests
Feedback and requests from your clients to improve your tech stack.
Improve CRM Data Entry
The initial data entry for prospects is still too manual. We need to automate this process.
Better Prospect Drop-off Analytics
We need better analytics on why prospects drop off between consultation and proposal stages.
Mobile App for Clients
Clients are asking for a mobile app to view their performance reporting dashboard.
Integrate with Third-Party Financial Planning Tools
Allow advisors to connect their existing financial planning software.