Performance tools for the modern RIA

Business Intelligence for Wealth Enterprises

Actionable, reliable data is a critical for RIAs that want to achieve efficient growth.  Entrustody's business analytics solutions aggregate data from your tech stack and make it accessible and intelligible.  Our clients leverage real-time data to make impactful decisions across the firm, from marketing to finance to advisor performance.

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Performance tools for the modern RIA

Business Intelligence for Wealth Enterprises

Actionable, reliable data is critical for RIAs that want to achieve efficient growth.   

Entrustody's business analytics solutions aggregate data from your tech stack and make it accessible and intelligible. 

Our clients leverage real-time data to make impactful decisions across the firm, from marketing to finance to advisor performance.

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Performance tools for the modern RIA

Business Intelligence for Wealth Enterprises

Actionable, reliable data is critical for RIAs that want to achieve efficient growth.   

Entrustody's business analytics solutions aggregate data from your tech stack and make it accessible and intelligible. 

Our clients leverage real-time data to make impactful decisions across the firm, from marketing to finance to advisor performance.

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Insights Dashboard

Insights is Entrustody's core business intelligence platform, providing stakeholders with real-time data from multiple feeds (custodian, CRM, PMS) and visualizations for the firm's specific KPIs.  

Insights drives clarity across firms, offices, and advisors on:

  • New Asset inflows and outflows
  • Historical AUM 
  • P&L with scenario analysis
  • Channel Attribution
  • Onboarding/Conversion
insights

Insights Dashboard

Insights is Entrustody's core business intelligence platform, providing stakeholders with real-time data from multiple feeds (custodian, CRM, PMS) and visualizations for the firm's specific KPIs.  Insights drives clarity across firms, offices, and advisors on:

  • New Asset inflows and outflows
  • Historical AUM 
  • P&L with scenario analysis
  • Channel Attribution
  • Onboarding/Conversion

 

insights
POWERFUL SOLOUTIONS

Custom Analytics Solutions

online-marketing

Marketing ROI

Entrustody's analytics team helps firms allocate marketing spend on the channels that optimize LTV:CAC and identify lead attributes that correlate with strong conversion rates and Net New Assets.

financial-advisor

Advisor Performance

Our advisor experience provides tools to evaluate and benchmark advisors on conversion/retention, revenue and compensation, capacity, and wallet share.

operation

Operational Efficiency

Track cases/tasks/workflows performance across CSA team. Accelerate revenue by identifying bottlenecks in asset onboarding.

kpis

Complex KPIs

The Insights team specializes in handling complex analytics, from reconciling transaction data from disparate sources to automating analysis for compensation/fees.

Custom Analytics Solutions

Marketing ROI

 

Entrustody's analytics team helps firms allocate marketing spend on the channels that optimize LTV:CAC  and identify lead attributes that correlate with strong conversion rates and Net New Assets.

Advisor Performance

 

Our advisor experience provides tools to evaluate and benchmark advisors on conversion/retention, revenue and compensation, capacity, and wallet share.  

Operational Efficiency

 

Track cases/tasks/workflows performance across CSA team.  Accelerate revenue by identifying bottlenecks in asset onboarding.

Complex KPIs

 

The Insights team specializes in handling complex analytics, from reconciling transaction data from disparate sources to automating analysis for compensation/fees.

 

 

   

  

Case Study:

Advisor Compensation

advisor-compensantion

RIAs typically have complicated compensation structures due to legacy structures inherited from acquisitions or changing incentive policies. 

Entrustody created an advisor experience for a firm that provided visibility into compensation.

Key features:

  • Isolated revenue/deductions for advisors for their own book of business as well as shared accounts
  • Implemented access control so advisors see only compensation/incentive fields available to them
  • QoQ comparison to highlight trends
  • Implemented multi-layered business logic to accurately calculate various bonus field

Key Outcomes:

  • This feature generated significant interest/usage from advisors at the firm, and helped the firm identify and address errors in their CRM regarding how compensation fields were calculated. 

Case Study:

Consulting Services

Consulting_service

RIAs typically have complicated compensation structures due to legacy structures inherited from acquisitions or changing incentive policies. 

Entrustody created an advisor experience for a firm that provided visibility into compensation.

Key features:

  • Defining KPIs and implementing business intelligence strategy
  • Implemented access control so advisors see only compensation/incentive fields available to them
  • QoQ comparison to highlight trends
  • Implemented multi-layered business logic to accurately calculate various bonus field

Key Outcomes:

  • This feature generated significant interest/usage from advisors at the firm, and helped the firm identify and address errors in their CRM regarding how compensation fields were calculated. 

Case Study: Advisor Compensation

RIAs typically have complicated compensation structures, due to legacy structures inherited from acquisitions or changing incentive policies.  Entrustody created an advisor experience for a firm that provided visibility into compensation.  Key features:

  • Isolated revenue/deductions for advisors for their own book of business as well as shared accounts
  • Implemented access control so advisors see only compensation/incentive fields available to them
  • QoQ comparison to highlight trends
  • Implemented multi-layered business logic to accurately calculate various bonus field

This feature generated significant interest/usage from advisors at the firm, and helped the firm identify and address errors in their CRM regarding how compensation fields were calculated. 

Consulting Services

RIAs typically have complicated compensation structures, due to legacy structures inherited from acquisitions or changing incentive policies.  Entrustody created an advisor experience for a firm that provided visibility into compensation.  Key features:


  • Defining KPIs and implementing business intelligence strategy
  • Implemented access control so advisors see only compensation/incentive fields available to them
  • QoQ comparison to highlight trends
  • Implemented multi-layered business logic to accurately calculate various bonus field

This feature generated significant interest/usage from advisors at the firm, and helped the firm identify and address errors in their CRM regarding how compensation fields were calculated. 

Let Insights by Entrustody unlock your firm's potential