Every number you run the business on, in one place you trust. Designed and shipped for financial advisors, not generic templates with financial advisors swapped in.
Most financial advisors are operating on sites or software stacks built three to five years ago for a different version of the buyer. Client onboarding runs on PDFs, e-sign, and re-keying into the CRM and custodian portal, so new accounts take days to fund. The infrastructure decisions that compound are the ones made with the operator in the room, not the ones made in a vacuum.
Inparlor's Business Intelligence & Reporting engagement for financial advisors reflects that. We pull the numbers you run the business on out of the spreadsheets and disconnected dashboards and into one place your whole team trusts. The deliverables below are scoped against the unit economics, your AOV and retention.
Where most agencies treat financial advisors as another vertical to learn on, we treat the vertical as the starting point. Performance reporting and account data live across custodian, planning, and CRM tools that never reconcile into one client view. We will tell you on the first call which of those constraints is binding and which is solvable inside the engagement.
3-10 days
New-account onboarding time
8-16 hrs
Staff hours on paperwork/week
$300,000-$1,200,000
Average new AUM per household
30-55%
Client portal adoption gap
48 hours
BI & Reporting proposal turnaround
We pin down exactly what each metric means, revenue, churn, margin, and who owns it, before building a single chart. Half the dashboards in the world are ignored because nobody agreed on the definitions first.
Data lands in a real warehouse and gets transformed through versioned, tested dbt models, so the numbers are consistent and traceable. The dashboard sits on a foundation, not on a fragile spreadsheet export.
We build for the decision the viewer has to make, not for every metric we can plot. A focused view someone checks every Monday beats an exhaustive one that gets bookmarked and never reopened.
The numbers get pushed, a weekly digest or an alert when a metric moves, so leadership sees them without logging into a tool. Reporting reaches people where they already are instead of waiting to be pulled.
BI & Reporting for B2C SaaS
Trial-to-paid conversion: 30-60%
BI & Reporting for Fitness Studios
Front-desk hours on admin/week: 8-15 hrs
BI & Reporting for Gyms
Front-desk hours on admin/week: 10-18 hrs
BI & Reporting for DTC E-Commerce Brands
Mobile storefront load time: 1.5-4s+
BI & Reporting for B2B SaaS
Engineering backlog age: 1-3 quarters
BI & Reporting for Supplement Brands
Subscribe vs. one-time mix: 35-60% subscribe
We respond within 48 hours with scope, pricing, and the team that would actually run the engagement.
Get a proposalOr explore the full Business Intelligence & Reporting page · Financial Advisors hub