FintechBI

  • Out of the box

    ​No Additional CRM Required

    ​Xplan Data Analytics
    ​from $650/month

    Xplan Data Analytics

    from $650/month

    Data warehousing, analytics and reporting application designed for 
    financial services organizations.

    Data warehousing, analytics and reporting application 

    designed for financial services organizations.

    Book A Demonstration

Xplan Data Analytics

from $650/month

Data warehousing, analytics and reporting application designed for financial services organizations.

Book A Demonstration

No new CRM implementation is required!

Simply sign up and we'll enable FinTech BI on your Xplan site.

Data analytics reporting Delivered into Xplan

FinTech BI combines Australia's leading Financial Planning software (Xplan) with the Global leading data analytics software (Power BI).

Our industry expertise and software allows FinTech BI to deliver data warehousing and analytics to all businesses.  

Over 100 reports can be delivered directly into your Xplan site.

FinTech BI combines Australia's leading Financial Planning software (Xplan) with the Global leading data analytics software (Power BI).

Our industry expertise and software allows FinTech BI to deliver data warehousing and analytics to all businesses. 

Over 100 reports can be delivered directly into your Xplan site.

Book A Demonstration
Book A Demonstration

Manage ASFL Compliance

Monitor key risk areas to identify any potential deficiencies

Data Security

Leverage a secure Azure data warehouse for your reporting

Custom Reporting

Request custom reports tailored to your business' requirements

Manage AFSL Compliance

Monitor key risk areas to identify any potential deficiencies

Set and Track KPI's

Set revenue and service benchmarks and track actuals to target 

Data Security

Leverage a secure Azure data warehouse for your reporting

Increase Business Efficiency

Structure and measure key processes, find bottlenecks and address key inefficiencies

Custom Reporting

Request custom reports tailored to your business' requirements

Optimize Profitability

Identify revenue opportunities, highlight low margin clients and minimize reporting expenses

50,000+ Entities Analysed
100+ Reports Offered
50,000+ Entities Analysed

With over 100+ reports offered

Set and Track KPI's

Set revenue and service benchmarks and track actuals to target 

Increase Business Efficiency

Structure and measure key processes, find bottlenecks and address key inefficiencies

Optimize Profitability

Identify revenue opportunities, highlight low margin clients and minimize reporting expenses

50,000+

Entities Analysed

100+

Reports Offered

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