Connect data sources
Pull data from your tools and systems into a unified reporting workspace.
Featured Solution
Advanced Analytics & Reporting
Comprehensive reporting across the full broker operation — revenue, clients, trading, risk, and team performance — with custom report builder.
Key Benefits
Turn complex data into actionable insights with automated, fully customizable reports.
Flexible reporting engine
Create and customize reports that match your workflows and data needs.
Real‑time metrics
Access up‑to‑date performance data to make faster, more informed decisions.
Automated distribution
Send scheduled reports to teams and stakeholders automatically.
Accuracy
Report Templates
Generation time
Data retention
Overview
Clear, reliable reporting
Deliver accurate, real‑time insights across your operations with flexible reports built for scale.
How It Works
How Advanced Analytics & Reporting Works
See the key steps that guide your day‑to‑day operations.
Build and customize reports
Use templates or create your own reports with flexible filters and layouts.
Share and automate delivery
Distribute reports instantly or on a recurring schedule.
Deliverables
What You Get
Everything included with your Advanced Analytics & Reporting implementation.
Custom report templates
Ready‑to‑use templates for financial, operational, and engagement reporting.
Interactive dashboards
Visual dashboards that update in real time for quick insight.
Automated report scheduler
Set schedules to deliver reports to teams without manual effort.
DASHBOARDS
Interactive Dashboards and Equity Analytics
Give operations and management teams live, interactive dashboards showing client equity trends, desk performance, and revenue attribution — updated in real time.
- Role-Based Dashboard Access
- Client Equity Trend Monitoring
- Sales Desk Performance Reporting
- Revenue Breakdown by Instrument
- Customisable KPI Widget Library
- Data Export & API Access
AUTOMATION
Scheduled Report Delivery and Data Exports
Automate the generation and delivery of operational, financial, and regulatory reports on any schedule, reducing manual analyst effort and ensuring timely stakeholder communication.
- Scheduled Report Automation
- Multi-Format Export Engine
- No-Code Report Builder
- Regulatory Report Templates
- Webhook and Data Pipeline Integration
- Long-Term Data Retention
Ready to transform your operations?
Start building smarter workflows today with our tailored solutions.