Time to unlock your data

New data reporting platform allowing a deep dive into the analytics of your Broking operations.

  • Written Income (Invoiced) comparisons year on year
  • Earned Income (Paid) comparisons year on year
  • Advanced Budgeting Formulae
  • Weekly Debtor Ageing comparisons
  • Custom consolidation of cost centers
  • Current Client & Policy counts
  • Detailed Client & Policy exports
  • Transaction Type Analytics with extended definitions
  • Support for multiple ledgers/broking systems
  • Nightly data feeds or dynamically load on request
  • User security and restrictions
  • Reconciliation with Broker Management Systems
  • In-house hosting or Cloud offerings
  • No user licence costs
  • Monthly subscription
  • Custom report development
  • Provides Data Warehouse for separate BI Reporting