ADVISOR TOOLS & ANALYTICS
Empower Advisors. Elevate Client Engagement. Unlock Data‑Driven Growth.
Do your advisors need intuitive, powerful tools to proactively manage their business anywhere, on any device? Softek delivers advisor‑centric analytics, dashboards, and data‑driven insights designed to help financial professionals differentiate themselves and deepen client relationships.
POWERING PRODUCTIVITY FOR RIAS, BROKER‑DEALERS & HYBRID FIRMS
Softek provides advisors with immediate access to the information that fuels better decisions and more meaningful client engagement. With terabytes of consolidated data at their fingertips, financial professionals can analyze key metrics across their entire book of business—anytime, anywhere.
Our platform aggregates account information from traditional custodians such as Schwab, Pershing, and Fidelity, alongside thousands of direct‑held custodians including American Funds, Jackson National, and many others. Advisors gain a complete view of client portfolios, household relationships, performance indicators, and activity trends—available on desktop, tablet, or mobile. Whether your advisors are on the road, meeting with clients, or managing workflows from the office, Softek makes advanced analytics accessible and actionable.
CONTROL AND CONFIGURE
Built for the pace and precision of modern wealth management, Softek’s analytics engine brings together data from multiple sources to deliver a unified, accurate, near‑real‑time picture of the assets advisors oversee.
The customizable advisor dashboard provides:
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Holistic client views across custodians and product types
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Key business metrics: flows, performance, revenue, concentration, and trends
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Account‑level and household‑level analysis
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Drill‑down exploration from high‑level metrics to granular detail
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Intuitive navigation for identifying risks, opportunities, and outliers
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Cross‑custodian normalization to ensure clean, consistent reporting
By reducing reliance on spreadsheets and manual data manipulation, Softek allows advisors to spend less time preparing information—and more time deepening client relationships, forecasting business growth, and identifying new opportunities.
INSIGHTFUL. UNIFIED. CLIENT‑READY.
The result is a flexible, powerful analytics experience that improves productivity, strengthens client conversations, and elevates an advisor’s ability to plan, project, and scale. With Softek, every advisor gains the clarity and confidence to run their practice more efficiently and deliver greater value to clients.
KEY FEATURES
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Consolidated dashboard for accounts across major and direct custodians
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Holistic client and household views with drill‑down capabilities
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Cross‑custodian data normalization for clean, consistent reporting
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Key metrics including AUM, flows, revenue, performance, concentration & risk
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Accessible across desktop, tablet, and mobile
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Near‑real‑time data refresh for up‑to‑date insight
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Forecasting, budgeting, and planning tools
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Advisor‑specific analytics on trends, client segmentation & opportunities
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Secure, role‑based access control for multi‑office and multi‑advisor organizations
BENEFITS
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Enables advisors to quickly understand client needs and take meaningful action
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Reduces manual effort by consolidating data from multiple systems
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Enhances client conversations with accurate, timely analytics
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Supports business growth through forecasting and planning tools
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Improves consistency and professionalism in advisor deliverables
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Strengthens oversight for Broker‑Dealers and Hybrid firms with transparent data
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Boosts advisor productivity with clean, accessible, mobile‑friendly dashboards
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Helps firms differentiate their advisor experience with modern technology
