Reports and dashboards for the whole business — clients, ops, finance
A reporting layer for client insights, operational visibility, financial summaries, and management dashboards. Make information easy to find, easy to act on.
Everything Analytics & Reporting Dashboard brings to the table
A focused set of capabilities designed for real workflows in real financial businesses.
Management dashboards
Live KPIs for AUM, revenue, clients, trades, and operational health.
Client analytics
Activity, segmentation, churn risk, and product mix insights.
Regulatory reports
Pre-built SEBI, exchange, and internal MIS reports.
Drill-down & pivoting
Click through any chart to the underlying data and slice it however you need.
Report builder
Drag-and-drop builder for custom reports — no SQL required.
API & exports
Programmatic access, scheduled emails, and Excel / PDF exports.
KPIs that update while you watch
Live business health on one screen — AUM, revenue, client growth, trade volumes, and operational metrics.
- Real-time KPI tiles refreshed every minute
- Branch & segment-level rollups
- Trend, comparison & goal-tracking views
- Mobile-friendly dashboards for on-the-go
A self-serve report builder
Build the report you need without waiting for IT. Drag dimensions, drop metrics, save the layout, schedule the email.
- Drag-and-drop dimensions & measures
- Filter, group, and pivot without code
- Save layouts & schedule recurring email exports
- Programmatic access via REST API
Connects with the systems and partners your firm already uses
Built for who actually uses it
Ready to see Analytics & Reporting Dashboard in action?
Book a 30-minute demo with our product team and we'll walk you through how Analytics & Reporting Dashboard fits into your business.