See the business behind the advice.
Coremetryx transforms your practice and client data into branded, KPI dashboards and reports, built on Amazon QuickSight. With AI integrated plain language queries you will see your data as actionable insights that will drive growth and improve your efficiency.
Every number you need, in one place.
Track adviser performance or measure an acquisition target. Understand which clients are most profitable. Forecast and monitor intergenerational wealth risks. Monitor workflow benchmarks to ensure service excellence. Coremetryx brings it all together and keeps it current.
- Any data source: advice software, CRM, accounting, platform
- Powerful Dashboards, Beautifully Presented & Ready to Go
- Ask AI Insights a question in plain language, get the answer and the data story
- Export to Excel or high-resolution image for board pack and strategy meetings
Built for practices and licensees
Yours to brand. Everyone’s data kept apart.
Custom branding
Dashboards and reports carry your practice’s identity, which is the right thing when you’re showing a client or a board.
Multi-tenant by design
A licensee can see across practices; each practice sees only its own. Every organisation’s data is isolated.
Enterprise foundations
Built on Amazon QuickSight with granular roles from reader to admin, so it scales from one practice to thousands of users.
Ready to Transform Your Advice Business?
Schedule a demo to see CoreMetryx in action and discover how we can help you deliver better insights and better business decisions.