DesignBi is for Wealth Management companies seeking to:

• Improve profit and efficiency by turning the data in their operating systems into performance measurement information that can be used to better manage the business

• Not only cut the cost of managing data and reports but also vastly improve the quality of information garnered from their various systems and sources

• Radically improve the presentation, dissemination and distribution of information throughout their organization through the use of dashboard and analysis software

Wealth Management companies are different
Wealth management spans a wide range of specialities, be it private banking, trust & company administration, family office provision and so on. Yet they share a common need to make sense of data (often huge amounts of it) spanning the various systems used to run the business.

The need for information in a climate of change
The wealth management sector is an industry having to change and evolve in response to new revenue opportunities, new regulatory pressures and the competitive pressure to provide the best service at least cost. One visible sign of the pressure for change is the recent large number of acquisitions and ownership moves.

Managing this change requires the assembly of consistent, reliable, timely information – the very thing Design Bi’s software helps make possible.

Our pre-built solutions
To give you a headstart in building a business intelligence platform, we have used our knowledge of the wealth management sector to build a range of pre-built solutions for areas such as:

• Working capital performance management (time, billing, collection)
• Financial consolidation
• Basel reporting
• etc

Included within our “plug and play” solutions are extraction components for a growing list of 3rd party systems such as Viewpoint and Microgen 4 Series. Whether you have these systems or not, our solutions allow you to fast track the bringing of a business intelligence system into your company to give you a competitive edge by allowing you to manage your information more effectively.

What is DesignBi Business Intelligence and why the Wealth Management sector needs it.

Design Bi’s business intelligence, dashboard and analytical software allows organizations and departments to better understand, analyze, and even predict what’s happening in their company. Also known as “decision support software”, we help you turn your company data into performance information which can be distributed in many ways very easily, efficiently
and quickly. This allows decision making to be both more timely and better-informed.

Even if the operational systems that you use to run your business are the best available, their primary purpose is not that of great reporting. Any reporting capability provided by the vendors of your systems rarely allows for reporting across multiple systems. Furthermore, many systems are modular in design (e.g. the billing module, the general ledger module etc) with
cross-modular reporting being weak or non-existent.

One of Design Bi’s key capabilities is to allow organizations to combine data from a variety of different sources including spreadsheets, files, and databases. This gives you not only an
integrated, up-to-date view of your organization's data, but also opens up many possibilities, particularly in the area of performance management – e.g. combining targets and forecasts with actual operating data, without manual effort.

Another key capability of Design Bi is that external structures
(e.g. your Business Line-Manager-Administrator-Client hierarchy) can be added to your data where no such structure exists in the source systems. This can transform your ability to quickly comprehend large volumes of data, which can now also be combined from data from other sources to measure performance, create scorecards etc.

For even faster comprehension of the state of your organization, our dashboards are ideal. Unlike other dashboard technologies, ours allows users to drill from the dashboard summaries to underlying Analyzer reports and even further down to the granular, transactions.

DesignBi not only provides business departments the selfsufficiency to work with better and more up-to-date information, but is also a winning proposition for IT departments. They can
be freed from supporting reports from multiple systems to refocus on more strategically important tasks.

			DesignBi Dashboards A quick look at the dashboard product. Showing you want is possible to create even by the novice business user. (2 Mins) Download Movie To watch on YouTube, click icon:
			Creating simple BI queries using BI Analyzer Showing how to create very simple and yet very powerful queries using the DesignBi Analyzer product. (4 Mins) Download Movie To watch on YouTube, click icon:
			Creating complex BI queries using BI Analyzer Showing how to create complex queries using the DesignBi Analyzer product. (4 Mins) Download Movie To watch on YouTube, click icon:
			Using Microsoft Excel to create BI queries A overview how queries can be created directly within Microsoft Excel the DesignBI cubes. (2 Mins) Download Movie To watch on YouTube, click icon:
			Creating dashboards using DesignBi A overview on how easy is it to create dashboads using BI Analyzer. (4 Mins) Download Movie To watch on YouTube, click icon:

			DesignBi Introduction Introduction on how an business Intelligence system can help you with delivering better information, quicker to a wider audience at less cost.
			DesignBi Product Information Design BI product offering and how each type of business user can benefit from using our business Intelligence system.