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Each fund manager has own business strategy and management style and the tailor designed dashboard will meet every fund manager’s expectation.

The tailor dashboard can be intergrated both internal and external data to create comparison KPIs dashboard so manager can make quick and precise decision.

  • Competior watch KPIs
  • Sales performance dashboard
  • Client onboarding KPIs dashboard
  • Project management dashboard

Easy to make comparison between internal performance vs market performance

The comparison dashboard comprises of both internal and external data will help manager to track in-house team performance vs market performance or competitor’s performance. 

Instead of waiting the report to be made at month end or quarter end, all the data is real time update so the manager can make decision based on real time performance result.

Monitor Internal KPIs 

 

Materials for any inhouse meeting

 

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