--- title: "By the Numbers: Analytics and Reports Gives an Edge" description: “You can’t manage what you can’t measure.” image: https://resource.nexj.com/hubfs/Analytics%20and%20Reports%20Gives%20an%20Edge%20Blog.png --- [![nexj-white-blue](https://resource.nexj.com/hs-fs/hubfs/nexj-white-blue.png?width=140&name=nexj-white-blue.png "nexj-white-blue")](https://www.nexj.com) [Back to Corporate Website](https://www.nexj.com/) [TOPIC // Wealth Management](https://resource.nexj.com/blog/tag/wealth-management) # By the Numbers: Analytics and Reports Gives an Edge - - - “You can’t manage what you can’t measure.” It’s an old adage in business, and like many it has its limits, but clear, comprehensive data and reporting truly is crucial for advisors and advisory firms looking to maximize their business. The challenge is that this data might be locked away in multiple systems, or data from one place might be needed to calculate or give context to data in another. NexJ has solved this challenge with its Analytics and Reports, a key component of the Integrated Advisor Desktop solution we have deployed for major firms. **Features of the Analytics and Reporting Functionality** Like all components of the IAD solution, the Analytics and Reports functionality is designed to integrate with all of a firm’s existing CRM and account management systems. Using data from different sources, the functionality can provide value focused visualizations to the user – showing an advisor how he or she is performing across clients, or letting managers look for patterns across the company. Key features include:   - **Flexible, run-time report and dashboard creation** using data from all native and integrated sources that deliver meaningful insight into any activity or process - **Insight into sales and marketing activities** are available out-of-the-box to allow real time management of KPIs. - **Data orchestration across applications** in real time using Kafka, which eliminates dual-keying, maintains a “golden” source of data, and deliver transparency to the advisor. - **Tailored to different roles,** creating real time reporting and dashboards across all data important to the advisor, team leaders and corporate users. - **A user-friendly workspace** enables users to work with all connected data and apply context to provide business driven insights. ![Analytics & Reports Desktop View 01](https://resource.nexj.com/hs-fs/hubfs/Analytics%20%26%20Reports%20Desktop%20View%2001.png?width=1912&name=Analytics%20%26%20Reports%20Desktop%20View%2001.png) **Benefits to the advisor and organization** Advisors need to understand at a glance how they are performing and where there is room for improvement. Real time reports give them actionable insights about where to focus their attention. At the same time, historical reports can help advisors identify patterns in their workflow so they can better manage their time going forward. At the firm level, the ability to see how the entire team, a group of advisors, or a specific advisor are performing will help leaders make sound strategic decisions and allow managers to offer their advisors the support or guidance they need. The Analytics and Reporting functionality ties into the other functions of the [NexJ IAD](https://resource.nexj.com/integrated-advisor-desktop-microsite) – the [Advisor Desktop](https://resource.nexj.com/blog/the-dashboard-for-everything-a-financial-advisor-does-a-closer-look-at-nexjs-advisor-dashboard), [Engagement Desktop](https://resource.nexj.com/blog/engage-with-the-right-clients-at-the-right-time-every-time-get-to-know-nexjs-engagement-dashboard) and [Client Dashboard](https://resource.nexj.com/blog/how-a-client-centric-dashboard-helps-financial-advisors-personalize-service) – to offer 360-degree support and visibility. Of course, many of the most important things an advisor does – building meaningful relationships with clients, understanding a client’s dreams and goals – can’t be measured. But by managing what we can measure, we help advisors and firms do a better job of supporting their clients. **[Book a no-obligation meeting to further explore the Analytics and Reporting functionality within NexJ’s Integrated Advisor Desktop.](https://meetings.hubspot.com/vijay-persaud/discovery-call-vijay?)** **Tags:** [Wealth Management](https://resource.nexj.com/blog/tag/wealth-management), [Advisors](https://resource.nexj.com/blog/tag/advisors), [IAD](https://resource.nexj.com/blog/tag/iad) Share: - - - PREVIOUS POST [For the Best Integrated Advisor Desktop, Start with a Wealth Management Specific Product](https://resource.nexj.com/blog/for-the-best-integrated-advisor-desktop-start-with-a-wealth-management-specific-product) [![](https://cdn2.hubspot.net/hubfs/5152923/Creative_Theme/image/chevron.png)](https://resource.nexj.com/blog) Next Post [Forrester Research Report Highlights the Benefits of Industry-Specific CRM Solutions for Financial Services Firms](https://resource.nexj.com/blog/forrester-research-report-highlights-the-benefits-of-industry-specific-crm-solutions-for-financial-services-firms) Content Title Description ### Don't Miss Out Subscribe Today! ### Search Our Blog ### Categories - [Advisors (15)](https://resource.nexj.com/blog/tag/advisors) - [Artificial Intelligence (40)](https://resource.nexj.com/blog/tag/artificial-intelligence) - [Capital Markets (54)](https://resource.nexj.com/blog/tag/capital-markets) - [client engagement (3)](https://resource.nexj.com/blog/tag/client-engagement) - [client lifecycle management (1)](https://resource.nexj.com/blog/tag/client-lifecycle-management) - [client-focused reforms (1)](https://resource.nexj.com/blog/tag/client-focused-reforms) - [clm (1)](https://resource.nexj.com/blog/tag/clm) - [Commercial Banking (62)](https://resource.nexj.com/blog/tag/commercial-banking) - [Company News (3)](https://resource.nexj.com/blog/tag/company-news) - [Corporate Banking (65)](https://resource.nexj.com/blog/tag/corporate-banking) - [CRM (33)](https://resource.nexj.com/blog/tag/crm) - [Financial Services (1)](https://resource.nexj.com/blog/tag/financial-services) - [Gartner (1)](https://resource.nexj.com/blog/tag/gartner) - [IAD (11)](https://resource.nexj.com/blog/tag/iad) - [IBM (2)](https://resource.nexj.com/blog/tag/ibm) - [Increase Customer Loyalty (4)](https://resource.nexj.com/blog/tag/increase-customer-loyalty) - [Insurance (24)](https://resource.nexj.com/blog/tag/insurance) - [integrated advisor desktop (1)](https://resource.nexj.com/blog/tag/integrated-advisor-desktop) - [integration (3)](https://resource.nexj.com/blog/tag/integration) - [Optimize Processes (35)](https://resource.nexj.com/blog/tag/optimize-processes) - [Private Banking (60)](https://resource.nexj.com/blog/tag/private-banking) - [Retain Top Talent (1)](https://resource.nexj.com/blog/tag/retain-top-talent) - [robo-advisors (1)](https://resource.nexj.com/blog/tag/robo-advisors) - [Salesforce (1)](https://resource.nexj.com/blog/tag/salesforce) - [User Adoption (14)](https://resource.nexj.com/blog/tag/user-adoption) - [vertical cloud (2)](https://resource.nexj.com/blog/tag/vertical-cloud) - [Wealth Management (118)](https://resource.nexj.com/blog/tag/wealth-management) See all ### Popular Posts [The Dashboard for Everything a Financial Advisor Does: A Closer Look at NexJ’s Advisor Dashboard](https://resource.nexj.com/blog/the-dashboard-for-everything-a-financial-advisor-does-a-closer-look-at-nexjs-advisor-dashboard) [NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Mar 25, 2022 [How Important Is A Concierge Service In Private Banking? An interview with Andrew Cant, VP, Financial Services Solutions](https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions) [NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Jan 27, 2020 [Servicing the Client Across Their Journey](https://resource.nexj.com/blog/2017/03/14/servicing-the-customer-across-their-journey) [Adam Edmonds](https://resource.nexj.com/blog/author/adam-edmonds) - Mar 14, 2017 ## Related Posts - - - ## [5 Things Not Working with Today’s Wealth Management CRM](https://resource.nexj.com/blog/5-things-not-working-with-todays-wealth-management-crm) There are a lot of customer relationship management (CRM) solutions out there, including many by large and well-known companies, but that doesn’t mean it’s easy to find a solution that works for wealth management firms and the advisors working with them. In our experience, the opposite is true – when we talk with potential clients who are interested in the NexJ Integrated Advisor Desktop (IAD), what we hear is a lot about what doesn’t work for them. [Read Post](https://resource.nexj.com/blog/5-things-not-working-with-todays-wealth-management-crm) - - - ## [Wealth Management Priorities Discussed in New York](https://resource.nexj.com/blog/wam22) Having our finger on the pulse of the wealth management industry allows us to develop solutions that address the challenges firms, like yours, face. To that end, hearing from folks at firms like Charles Schwab, Merrill Lynch, Morgan Stanley, BNY Mellon and Raymond James among many others at the Aite Wealth and Asset Management Forum on November 9th provided valuable insights on the current challenges they face. [Read Post](https://resource.nexj.com/blog/wam22) - - - ## [Five Ways to Boost Your Advisor Productivity](https://resource.nexj.com/blog/five-ways-to-boost-your-advisor-productivity) Until advisors can clone themselves, the only path to growth for them – and the firms for which they work – is to get more done in the same amount of time. Technology is part of the answer, but how that technology is applied is even more important. [Read Post](https://resource.nexj.com/blog/five-ways-to-boost-your-advisor-productivity) Stay Informed ## subscribe **today** ![16](https://cdn2.hubspot.net/hub/5152923/hubfs/HP_Theme/images/16.jpg?width=3953&name=16.jpg "16") ![nexj-white](https://resource.nexj.com/hs-fs/hubfs/nexj-white.png?width=90&name=nexj-white.png "nexj-white") NexJ Systems, the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success. ## Industry Solutions - [CRM for Wealth Management](https://www.nexj.com/industry-solutions/wealth-management/) - [CRM for Private Banking](https://www.nexj.com/industry-solutions/private-banking/) - [CRM for Sales, Trading & Research](https://www.nexj.com/industry-solutions/sales-trading-and-research/) - [CRM for Commercial Banking](https://www.nexj.com/industry-solutions/commercial-banking/) - [CRM for Corporate Banking](https://www.nexj.com/industry-solutions/corporate-banking/) - [CRM for Insurance](https://www.nexj.com/industry-solutions/insurance/) ## Our Company - [About Us](https://www.nexj.com/company/about-nexj-systems/) - [Investor Relations](https://www.nexj.com/company/investor-relations/) - [Analyst Coverage](https://www.nexj.com/company/analyst-coverage/) - [Leadership](https://www.nexj.com/company/management-team-board-members/) - [Partners](https://www.nexj.com/company/partner-program/) - [Press Room](https://www.nexj.com/company/press-room/) ## Resource Center - [White Papers](https://www.nexj.com/resources/white-paper/) - [Analyst Reports](https://www.nexj.com/resources/industry-analyst-reports/) - [Brochures](https://www.nexj.com/resources/brochure/) - [Case Studies](https://www.nexj.com/resources/case-studies/) - [Videos](https://www.nexj.com/resources/video/) - [Webinars](https://www.nexj.com/resources/webinar/) ## Contact us [Info@nexj.com](mailto:Info@nexj.com) NexJ Systems Inc. 10 York Mills Road, Suite 700 Toronto, Ontario M2P 2G4 Canada P: +1 (416) 222-5611 F: +1 (416) 222-8623 - [Facebook](http://www.facebook.com) - [Twitter](http://www.twitter.com) - [Linkedin](http://www.linkedin.com) - [YouTube](https://www.youtube.com/user/nexjsystems/) #### Related CRM Topics for the Finance & Insurance Industry - [BPM Software](https://www.nexj.com/industry-solutions/topics/business-process-management-bpm-software/) - [Client Lifecycle Management](https://www.nexj.com/industry-solutions/topics/client-lifecycle-management/) - [Contact Centre CRM](https://www.nexj.com/industry-solutions/topics/contact-centre-crm-software/) - [Digital Engagement](https://www.nexj.com/industry-solutions/topics/digital-engagement/) - [Financial Advisor CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-advisors/) - [Financial Services CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-services/) - [Intelligent Customer Management](https://www.nexj.com/industry-solutions/intelligent-customer-management/) - [MiFID II Compliance](https://www.nexj.com/industry-solutions/topics/mifid-ii-compliance-for-wealth-management-and-private-banking/) - [Suitability & Appropriateness](https://www.nexj.com/industry-solutions/topics/suitability-and-appropriateness/) - [User Adoption for CRM](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/) Copyright © 2026 NexJ Systems Inc. All Rights Reserved. ![](https://ws.zoominfo.com/pixel/JhhNmN2VoGY4qqP29rjm) ![](https://dc.ads.linkedin.com/collect/?pid=205626&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "NexJ Systems Inc.", "url" : "https://resource.nexj.com/blog/author/superadminsystems9" }, "dateModified" : "2022-06-02T19:32:44.988Z", "datePublished" : "2022-06-02T19:32:44.000Z", "headline" : "By the Numbers: Analytics and Reports Gives an Edge", "image" : [ "https://resource.nexj.com/hubfs/Analytics%20and%20Reports%20Gives%20an%20Edge%20Blog.png" ], "mainEntityOfPage" : { "@id" : "https://resource.nexj.com/blog/by-the-numbers-analytics-and-reports-gives-an-edge", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://resource.nexj.com/hubfs/nexj.png" }, "name" : "NexJ Systems Inc." } } ```