Boost Intelligence

Achieve data analysis and understanding in significantly less time and with greater consistency.

The founders of Coates Analytics spent their careers in the wholesale and mutual fund distribution businesses, and too frequently grappled with getting the right information out of TA and FA systems for analyzing key drivers of profitability.

That’s why we designed and built the Mutual Fund Dashboard to quickly and easily automate the collection, reporting, trending, as well as alerting and notification on the key measures that drive your business.

How the Mutual Fund Dashboard enhances Access, Analysis, Understanding, and Communication

 

Access

  • The solution is web based so it always available and accessible (24/7 x 365 access)
  • The solution aggregates information sources in to a dashboard (so there can be one consolidated place to go to)
  • The solution can be accessed by anyone (and you can configure what individuals see)
  • The solution provides visibility / access to trends (historical trend reporting)

Analysis

  • The solution reduces the amount of time that it would otherwise take you to analyze because the analysis is programmed in to the system (reducing time spent on repetitive activity saving you money)
  • Gauges help you understand what information means (reducing the amount of time typically required to conduct this function)
  • The solution normalizes the application of analysis thereby driving greater consistency (a common application of analysis)
  • The solution enables you to analyze how often thresholds have been exceeded (visibility to see how often have thresholds been exceeded)

Understanding

  • It is very intuitive for everyone to see actuals vs expectations (easy for everyone to comprehend)
  • The Good & the Bad are clearly defined (reducing the amount of time typically required to conduct this function)
  • With and over time the dashboard is a consistent view for everyone
  • Intelligent email alerts help every one see what happened and why

Communication

  • The dashboard is presented via the web - we display this information via the web (any browser)
  • Intelligent email alerts communicate the thresholds AND due dates
  • The dashboard can generate Paper hard copy (reducing the amount of time and cost typically associated to producing Quarterly Board Books)