Cheetah INSIGHTS
A business intelligence
solution to make better decisions
Visualize, analyze, and drive growth by gaining a better, clearer understanding of the trends that power your business.
The source of truth for trends in revenue and managed assets
- Explore the cause-and-effect relationships of revenue and AUM
- Continuously monitor and analyze fee revenue
- Detect market fluctuations that impact revenue
- Export data and views in useful formats like Excel, PDF, and PNG
A powerful library of visuals and analytics
- Access our library of core analyses
- Add your own filters to pre-built dashboards
- Extract specific account data with Query Builder
Find golden opportunities
- Balance workloads for account administrators
- Catch errors and anomalies faster, proactively resolving issues and increasing efficiency
- Analyze cause-and-effect relationships
- Compare revenue goals and targets
Reduce surprises by automating analysis
- Automate the running and compiling of analyses
- Receive notifications when key metrics are off track
- Stay on top of operations and quickly identify challenges