Blueprint Analytics

Data insights that drive growth, enhance client relationships, and improve service efficiency. Blueprint Analytics helps you make data-driven decisions, improve operational effectiveness, all while supporting and improving your compliance. By leveraging the full potential of Blueprint Analytics, you can optimise your existing service and identify new opportunities to grow your business and serve clients more effectively.

Unearth the insights in your advice practice

A suite of dashboard visualisations that help you make data-driven decisions, improve effectiveness, all while supporting and improving your compliance

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

As the profession continues to evolve with technology and regulatory changes, a data-driven approach means using data to inform, guide, and optimise every part of your business—from client interactions and investment strategies to compliance and performance tracking.

Time series charts

All your revenue streams

Blueprint 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.

Interactive visualisations

Dive deeper than ever

Analyse every aspect of your business across all sources to uncover new insights across clients, platforms and revenue streams.

Cross referencing

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.

Call Outs

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.

data driven analysis

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.

data driven analysis

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.