Business Intelligence for Financial Services

Improve Your Business Insight & Decision-making with Microsoft Power BI Business Analytics Dashboards & Reports from UNAPEN.

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Advisor Dashboards for Desktop & Mobile

UNAPEN Power Bi solutions for Financial Services

Business Intelligence Dashboards uniquely designed to meet each user’s needs by offering context sensitive data based upon the role of the user within your firm. 

Now users can quickly find and use the key information they feel is pertinent to their job function while screening out unnecessary and distracting data.

As a Microsoft Certified Gold Partner, UNAPEN provides expertise and training on developing solutions with Microsoft Power BI.

Our development team also utilizes SQL Server Reporting Services (SSRS), .NET, MS Office and SQL tools to provide modern solutions to the Financial Services sector, accessible from any device.

UNAPEN Excels at Automating Data Flow & Business Processes, & Transforming Disparate Data into Business Insight

Power BI Analytics from UNAPEN

What's Power BI?

Power BI is a set of business analytics tools designed to provide insight into your Advisory firm. 

Data visualizations provide a quick and intuitive way to analyze information and share insights to create a cohesive team across Executive Management, Client Service, Operations, Business Development, Compliance, Billing and more!

Proactively monitor your firm and get answers quickly with enriched dashboards available on every device.


Data Aggregation

- UNAPEN's  Affinity Data Repository for Advisors acts as your central hub to store all assets(liquid, semi-liquid, illiquid) from all sources(Portfolio accounting, 3rd party data feeds, internal databases/spreadsheets).

Data Mining

- These days, there's far too much data for any human to review on a daily basis(ask any Compliance Officer!!). Savvy wealth advisors let the technology do the heavy lifting and proactively present key information to them instead of endlessly searching, and likely missing, the most important facts.


Data Visualization

- Transform disparate data into focused insight to drive efficiency and growth in your firm.  Power BI dashboards provide critical information sooner, allowing you see comprehensive analytics that guide you to better business decisions and give you a competitive edge.


Video - What is Power BI?


Video - Getting Started with Power BI


Video - Power BI Embedded in Microsoft Teams

Schedule a Consultation Now!

Do you want to find out more from the Power BI experts at UNAPEN?