Reporting and Business Intelligence for Advisory Firms
Management sees what is outstanding without asking anyone.
Your CRM, your custodian's account data, your planning software and a stack of spreadsheets each hold part of the picture. Solution Driven Technology builds reports and dashboards that bring those sources together and reach the right person on schedule.
Why is a simple question so hard to answer from our own data?
Because each system was built to do its own job, not to share its data with the others. The CRM holds tasks and activity. The custodian's data holds accounts. Planning software holds the plan. Spreadsheets hold whatever someone last typed. SDT builds reports that bring those sources together. Ask which households have open items this week, and one report answers it. Nobody assembles it by hand.
What does a management dashboard show?
A dashboard is one screen that shows the state of the practice, drawn from your own systems. SDT builds each one for the person who reads it. An owner sees the firm. An operations lead sees the work waiting to be done. An advisor sees their own clients.
What is an exception report?
A summary tells you how the month went. An exception report lists only what needs attention today: the review that is overdue, the household missing a phone or email, the task that has stalled. SDT builds exception reports by team member: each person sees the items they own. Each one arrives by email or Microsoft Teams on the schedule you set.
What does an operations dashboard look like in a real firm?
One example is an advisor operations dashboard SDT built, with the firm's name withheld. SDT combined data from the CRM with data about the work in progress into one set of reports. Management now sees outstanding tasks, client activity and where workflows are stuck in one place, without asking anyone for a status.
More questions
What does an individual advisor receive?
A picture of their own clients: who has open items and who is due for a review. SDT builds advisor reports from the same CRM data management uses, so both see the same figures, delivered by email or Microsoft Teams.
Where does Excel fit when we already have a CRM?
Some figures do not live in the CRM: account data from Albridge, planning data from eMoney, tax data from Holistiplan. SDT builds Excel reports for that data, refreshes them by script so nobody opens the workbook, and connects the results to the firm's dashboard.
How do reports get delivered without someone building them each month?
They run on their own. Salesforce reports are scheduled to the people who need them. Excel reports refresh by script. The finished report goes out by email or Microsoft Teams on the schedule you set.
Do reports need compliance review?
Yes. Reports combine and distribute client data. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs. Permissions follow your compliance policy, so an advisor sees their own clients and management sees the firm.
Name the question you cannot answer today.
On the call, SDT traces where that answer lives now and says which report should deliver it. Or start with a CRM and operations audit, which covers reporting gaps.