Blueprint Analytics
Unearth the insights in your advice practice
Any data source
Track revenue growth, identify seasonal variations, and forecasting future income based on current client portfolios and fee scales.
Interactive visualisations
Select an attribute to filter, click expand to show full screen, invert your selection and review the data behind the chart.
Export to Excel or Images
All visualisations can be exported as high resolution images for your meeting or powerpoint. Export to CSV or excel
Cross referencing
Select a client demographic (eg. pre-retirement) and review their impact on revenue, FUA and compliance imperatives.
Drill down
All dashboards contain active drill down points so you can quickly and easily answer complex business questions.
Customisable
Every practice is different. Thats why all our visualisations are customisable to answer your unique business challenges.
Become a data driven advice business
All your revenue streams
BP Analytics tracks all your revenue streams, including AUM, commission, flat fees etc providing the clearest picture of your revenue trends. Track revenue growth, identify seasonal variations, and forecast future income based on current client portfolios and fee scales.
Dive deeper than ever
Analyse every aspect of your business across all sources to uncover new insights across clients, platforms and revenue streams.
Drill down to a single client
Dive deeper than before with cross referencing and filtering. Download your analysis as an image or an excel file. Drill into detail like never before.
Celebrate your successes
Using historical data, our predictive models help you anticipate future trends and enable you to better prepare for potential changes in client dynamics, the economy, legislation and investment opportunities.
Client demographics
Understand the types of clients who are more likely to engage with your services, helping to target marketing campaigns more effectively.
Predict the long-term value of clients based on their engagement and service history, enabling smarter marketing spend decisions.
Predictive insights leading to actions
Incorporating data into every facet of your business doesn’t just make processes more efficient—it enables better, more informed advice that improves client outcomes and drives long-term growth.