Business Intelligence
Advanced analytics for strategic decision-making
Analytics Capabilities
Milemarker's Business Intelligence tools help you uncover insights from your data to make better business decisions. Analyze trends, identify opportunities, and understand your practice at a deeper level.
Analysis Areas
Growth Analysis
Track organic growth vs. market-driven growth. Understand which advisors, strategies, and client segments are driving new assets.
Client Segmentation
Segment clients by AUM tiers, demographics, investment profile, or custom criteria. Identify your most profitable client segments.
Product & Strategy Analysis
Analyze which investment strategies are used most, track model drift, and understand product penetration across your client base.
Revenue Analytics
Track fee revenue by client, advisor, and account type. Forecast revenue based on AUM trends and fee schedules.
Visualization Tools
Line Charts
Trend analysis
Bar Charts
Comparisons
Pie Charts
Allocation views
Key Features
Interactive Filtering
Drill down into data by clicking charts. Apply multiple filters to isolate specific segments.
Custom Dashboards
Build personalized analytics dashboards with the metrics and visualizations you need.
Scheduled Insights
Receive automated insight reports via email on your preferred schedule.
Data Export
Export any analysis to CSV, Excel, or PDF for further analysis or presentations.
Need Custom Analytics?
Contact your Success Manager to discuss custom analytics requirements and advanced reporting needs.