For banks and asset managers
Bring clarity to your book of business.
Analyze Assets under Management, clients, Net New Assets and income across your entire firm — in one professional workspace.
One workspace for wealth analytics
AuM, clients, NNA and income — with the governance, exports and multilingual polish private banks expect.
Curated analytics
Purpose-built dashboards for AuM, Net New Assets, clients and income.
Global filters
Period, book, market area, RM and more — applied everywhere in one click.
AI assistants
Map your data, generate insights and draft report copy in your own language.
Report builder
Drag-and-drop KPIs, charts and commentary. Export to XLSX, PNG, PDF or PPTX.
Roles & row scopes
Admin, editor and viewer roles with per-user restrictions on the data they see.
Multilingual
Every label and dimension in English, German, French and Italian.
Simple, institutional pricing
Detailed pricing coming soon. Talk to us to scope your rollout.
Starter
Single team, up to 5 analysts.
Coming soon
Growth
Multiple desks, unlimited seats within one tenant.
Coming soon
Enterprise
Group-wide rollout, SSO, dedicated support.
Coming soon