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Track funds → to plans → to advisors

Your sales and asset flow data can be integrated into the RightPond Analytics platform and manipulated with
interactive dashboards that can be tailored for target audiences and integrated in Salesforce or any other CRM.
This interactive dashboard identifies gaps, trends, volatility and outliers in sales and asset flow data. The first dashboard shows the distribution of sales based on selected measure— assets under management, revenue, sales, and more. It also offers four other related views, providing insight into top advisors, regional distribution, trends over time and product category. For deeper understanding, you can drill down into the underlying data from this visualization and access in-depth information on the target data set.

These self-reliant dashboards can be configured and branded to suit any specifications.