What if you could view a dashboard from your computer or mobile device that quickly showed you everything waiting for your approval, all of the requests outstanding from your team, a quick summary of the health of your most critical projects, and summary financial and investment information? What if that was pulled from real-time data? With Entole, we utilize Oracle Hyperion, Oracle Transactional Business Intelligence, and Oracle Business Intelligence Publisher to perform everything from boardroom ready financial statements with drill-down, to high volume operations reporting with configurable templates, to transactional information and reporting with drill-down. From these reporting engines, we can create dashboards of your information, that can update real-time. All of this is highly customizable and can show you exactly what you want. Do you want to create Key Performance Indicators (KPIs) about your team’s success completing compliance projects? We can create a live-updating scorecard that shows your team’s progress. Do you want a scorecard for the cash balances in your bank accounts versus their targets? We can add that to your dashboard too! A comparison of your investment’s performance compared to a major index? Think of it, and we can add it for you.
Report-based dashboards aside, our dashboards are designed to facilitate the work that your Family Office Team members actually need to perform. Through intelligently designed dashboards, the features that are most frequently used are deployed to streamline workflows without the distraction of enhanced features that may be unlocked if and when they are needed.