Business Analytics Reports

Security Exposure report
Find out how much of your client's AUM is exposed to a particular share or bond. Or find how many schemes have bought a particular share or bond and i...
Sun, 24 Nov, 2019 at 7:50 PM
Brokerage Income Detail and Analysis
Analyze your income to find out how much you are earning across various business metrics to find opportunities for improvement and uncover insights into you...
Mon, 6 Jul, 2020 at 9:51 AM