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Platform / Dealer Intelligence

See the book. Understand the business.

Bring assets, advisors, flows and revenue into one firm-level view, with the detail behind the headline numbers.

See Dealer Intelligence in action
  1. 01Firm records
  2. 02Connected view
  3. 03Informed decisions
Dealer Intelligence

Keep the useful
context close.

  • Explore book composition and advisor activity
  • Understand commissions, payouts and retained revenue
  • Follow the figures into their underlying detail

“Where is our revenue concentrated?”

Review the revenue mix alongside the book, within the records and permissions available to you.
Dealer Intelligence · edited marketing illustration; connection state and/or appearance illustrative · demo data
Compliance knowledge base · synthetic demo data; human review required

Keep the work connected.

CRMPlansHanna Docs & Files
A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action