Our fuzzy data processing eliminates duplicate data
Duplicate advisers, dealer groups and funds are parsed out intelligently and consolidated before synchronizing to salesforce.
Platform insight's reports provide insights on fund performance
Slice and dice your flows data by platforms, dealers, advisers and time periods. Track your dealers and funds' performance accurately.
Store all data on the cloud
Instant access, security, data durability, flexible pricing... All the benefits of being on the cloud!