Overview
Total AUM, net new assets, gross sales, redemptions, transfers, active clients, and wealth concentration in one view.
Dealer Intelligence
The dashboard your firm has been building in Excel - except it actually works
Real-time intelligence for investment dealers. Connects to your core operational platforms, keeps the data intact, and gets the dashboard live in seconds, not months.
Dealer dashboard
Firm-wide operating view
Live data
$2.4B
Total AUM
$145M
Net new assets
538 -> 200
Codes resolved into advisors
8,000+
Products categorized
AUM waterfall bridge
Quarter to date Opening AUM $2.18B
Gross sales +$228M
Redemptions -$71M
Transfers -$32M
Ending AUM $2.40B
Advisor leaderboard
Aggregated across codes1
Sarah Chen
184 households
$183M
+$14.2M
2
Michael Patel
162 households
$171M
+$11.8M
3
Amira Rahman
149 households
$154M
+$9.6M
Wealth segmentation
$5M+ 2,300
$1M-$5M 8,900
$250K-$1M 21,400
Under $250K 44,700
Product shelf concentration
Fidelity
45%
Share of shelf AUM
CI
18%
Share of shelf AUM
Mackenzie
14%
Share of shelf AUM
Dynamic
9%
Share of shelf AUM
Other 16+
14%
Share of shelf AUM
Ask the dealer anything
AUM, growth, dormant households, concentration, KYC risk, or advisor ranking.
Which advisors have the most at-risk AUM?
$2.4B
Total AUM
$145M
Net new assets
538 -> 200
Codes resolved into advisors
8,000+
Products categorized
What is on the dashboard
A live operating view across the whole dealer
The point is not another report. The point is that the report is already there when leadership, compliance, or business development needs it.
Leadership gets a live operating picture without waiting on an export.
Advisor performance is aggregated across codes into actual people.
Concentration risk becomes visible at the household, product, and fund-family level.
Compliance and KYP stay attached to the same operating context.
Advisors
Real names, not rep codes. Ranked by AUM, growth, net new assets, and client mix across dealer codes.
Products
Full shelf visibility by type, fund family, concentration, and fee profile across thousands of products.
Clients
Segmentation by wealth band, activity, registration type, province, and dormant-book opportunity.
Compliance
KYC expiry, document pipeline, examination readiness, and website monitoring connected to the operating view.
KYP
Product comparison, MER analysis, lower-cost alternatives, and shelf-level coverage from the same system.
Before and after
Before Hanna: half a day of exporting and compiling. With Hanna: two seconds.
Before
Export from the back-office. Open Excel. Normalize codes. Build pivots. Share the file. Learn it is already stale.
With Hanna
Open the dashboard. See AUM, growth, segmentation, concentration, and risk in one operating layer.