Dashboards

A BETTER WAY TO MONITOR YOUR AFSL

YOU NEED DASHBOARDS TO MONITOR YOUR LICENSEE AND STAY ON TOP OF YOUR KPIs

ADVISERLOGIC DASHBOARDS DELIVER A WEALTH OF VALUABLE INFORMATION WHICH IS EASY TO UNDERSTAND AND CONFIGURE

In a nutshell Dashboards provide the following benefits
  • Visual presentation of performance measures
  • Ability to identify and correct negative trends
  • Measure efficiencies / inefficiencies
  • Data feeds directly into AdviserLogic.
  • Generate detailed reports showing trends
  • Make more informed decisions based on collected business intelligence
  • Align strategies and Licensee goals
  • Save time compared to running multiple reports
  • Gain total visibility of all systems instantly
  • Quickly identify data correlations

 

Compliance Dashboards

that Instigate Action

At a time when you are focused on compliance more than ever before, you will love this dashboard! with real-time data, you’ll be empowered to engage in proactive coaching-based compliance rather than risking reactive remediation activity.

Deviation from your Approved Product List shouldn’t be being picked up at audit once a year and client engagement with Opt In renewals and FDS management are top priorities – now simplified by our Compliance Dashboards.

 

Many Dashboards with

Undeniable Analytical Benefits

Time to start actively monitoring advice, client service and business risks are you ready to VISUALISE big data quickly and easily, ensuring you’re empowered to take action when it counts!

  • Overview
  • Revenue
  • Compliance
  • Portfolio – Investments
  • Portfolio – Superannuation
  • Insurance

HOW WE CAN HELP YOU.

Capabilities Beyond Imagination.

Have a problem you need fixing? Our comprehensive team of professionals can create a custom solution, just for you.

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