MoneyWare
Business Analytics & Reporting Services (BARS)

Shrink time and eliminate the hassle of creating reports for your clients

Client relationships and enhanced customer experience is crucial for business to thrive and flourish. In the investment management sphere, clients need regular and open communication by way of reports and analytics to understand how their investments are being managed. Clear and detailed reporting aided by smart business analytics eliminates ambiguity and is essential to get a buy-in to your decisions.

MoneyWare’s wealth management reporting software unlocks opportunities to grow your business with proactive and agile decision-making insights.

Improve your performance, monitor trends and do more with MoneyWare BARS

Integrated Platform
  • Fully integrated with MoneyWare
  • Role-based access to data, query and reporting and analytical capabilities
  • Comes with a standard set of reports and allows you to customize your own
Advanced Analytics
  • Detailed trends analysis across all products by sector, geography, advisors, channels and clients
  • Insightful analysis with a powerful cross-tab function
Interactive Dashboards
  • Quick business overview with interactive visual dashboards
  • Identify key performance and business trends
Self-Service Reporting
  • Analyse underlying business data to create and deploy reports
  • Schedule report generation for multiple stakeholders in different formats including in Excel, HTML, Image, Word and PDF formats
Flexible Data Warehouse
  • A flexible data warehouse allows managers to meet specific needs

Maximize your business growth with smart tools that allow you to focus on your core business

Actionable insights on business performance

Customer intelligence to analyze, understand, and forecast customer behavior

Risk Management insights enabling you to take suitable action

Enhanced service delivery by optimizing and driving all your internal processes

Reduced cost of deployment and maintenance with faster deployment time

Miles Software Leader in IBS Intelligence Sales League Table 2018

REQUEST A DEMO

Or write to us at info@milessoft.com
Call us on +91-22-66518464 (Sales & Marketing)
Or just get a demo and assess the advantage!