A executive dashboard for a investments and wealth business tackles one specific leak: the numbers that tell you how the firm is really tracking, funds under advice, revenue against fee agreements, review completion, new-client flow, and where advisers sit against capacity, live in Iress Xplan, in your platform reporting, in Xero, and in a principal's spreadsheet, and none of them line up. Assembling a true picture takes days, so by the time you see a problem, it is well advanced. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
The numbers that tell you how the firm is really tracking, funds under advice, revenue against fee agreements, review completion, new-client flow, and where advisers sit against capacity, live in Iress Xplan, in your platform reporting, in Xero, and in a principal's spreadsheet, and none of them line up. Assembling a true picture takes days, so by the time you see a problem, it is well advanced.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a investments and wealth business, and the system is built to close it. You can see the full picture of where a investments and wealth business leaks margin on the investments and wealth industry page.
A dashboard that pulls advice and financial data from the systems you already run, your advice software, your platforms, your accounting package, and puts funds under advice, revenue against fee agreements, review completion and adviser capacity on one screen, current. It reconciles fees billed against agreements per client, surfaces the clients and advisers trending the wrong way, and lets you drill from the firm view into a single adviser or client. We build the integrations so the numbers pull live rather than being keyed in.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From week one you stop waiting for the monthly management report, because the current position of the firm is on one screen, pulled from the same systems your team already uses.
Month three. By month three you are catching the problems that slip early, an adviser over capacity, reviews falling behind, revenue leaking against a fee agreement, while there is still time to act, rather than discovering it in a quarter-end report when the damage is done.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built executive dashboard for a investments and wealth business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.