Media

Demos

Interactive dashboards

Private Wealth Dashboard 2.1

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Data warehouse demo for wealth managers combining asset positions, asset performance and financial reports

Crypto vs. S&P 500

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Our interactive dashboard that tracks custom Crypto performance vs S&P 500 with time weighted returns (TWR)

Insights

Benefits of Data Warehousing and BI for Wealth Managers

Our whitepaper that covers benefits of modern data warehouses for wealth managers

Our research arm

Advanced Analytics + ML

Our analytics and research arm

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