Envestnet Analytics
Gain insights into your financial data with Envestnet Analytics, offering comprehensive analysis and visualization tools for informed decision-making.
BUSINESS INTELLIGENCE
Data Visualization and Reporting
The Envestnet Analytics dashboard provides powerful data visualization and reporting tools that help users transform complex financial data into actionable insights. With interactive charts, graphs, and customizable reports, users can easily track performance metrics, identify trends, and make data-driven decisions. The dashboard's intuitive interface ensures that users can navigate and manipulate data effortlessly, enhancing their ability to understand and communicate financial information effectively.
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FEATURES
Key Features
Real-time data visualization
Customizable reporting tools
Comprehensive risk assessment
Benchmark comparison capabilities
Portfolio optimization insights
User-friendly interface
Integration with external data sources
Advanced filtering options
Secure data management
BUSINESS INTELLIGENCE
Who is this for?
The Envestnet Analytics dashboard is designed for financial advisors, wealth managers, and investment professionals who require a comprehensive tool to analyze and visualize financial data. It is also beneficial for institutional investors and financial analysts who need to track market trends and performance metrics. Additionally, businesses seeking to enhance their financial reporting capabilities can leverage this dashboard to gain deeper insights into their financial operations and make informed strategic decisions.
Compliance
Compliance certifications
Fugo is SOC 2 Type II, SOC 3, and HIPAA compliant under the AICPA Service Organization Controls (SOC) framework and U.S. healthcare compliance standards. Our SOC 3 report is publicly available for download, and customers can request to review our SOC 2 Type II and HIPAA Self Assessment reports.
Features
Share Envestnet Analytics dashboards at scale throughout your organization
Built for stable performance
Dashboards are displayed via live snapshots, reducing the computing power needed to display them.
Customize the data refresh rate
Adjust the data refresh rate so that Fugo can update your dashboard on screen as often as you need.
Make data TV-screen friendly
Crop & customize your saved dashboards in Fugo to display more effectively on TV screens.
Send it at the right time & place
Make sure the right data reaches the right teams on screens located across departments & locations.
Frequently Asked Questions
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