Financial Business Intelligence Software

Integrating financial data, while still considering volume, security, and time, is an understandably complex task. InetSoft has a track record of proven success serving financial institutions and solution providers. InetSoft's full range of enterprise reporting and business intelligence features provide a powerful set of tools for the financial sector.

In contrast to other business intelligence providers that only offer reporting or dashboards, InetSoft's business intelligence system is complete. It includes tools for analytics, as well as for sophisticated dashboard and reporting capabilities. InetSoft also does not require an intermediate data access layer, and instead offers ways to connect to almost any data source.

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View a 2-minute demonstration of InetSoft's easy, agile, and robust BI software.

Portfolio Performance Management

Asset management is a rapidly expanding area of importance for banking institutions. Maintaining a complex security instruments file, providing numerous, accurate client reports, and supporting real-time information access, quickly becomes an intimidating task. However with InetSoft's powerful visualization engine, report bursting, and ad hoc reporting tools, this process can easily become much more manageable. Each business function can be broken down and delegated to automated tasks, client self-service tasks, and professional driven tasks for more efficient handling.

Asset allocation strategies are adjusted frequently, to keep up with consistently altering market conditions. Identifying risk levels and creating efficient asset distribution for a large number of clients can place extreme demands on limited company resources. InetSoft's sophisticated visualization dashboards, when directly linked to a transactional database, drastically reduce the complexity of this business process.

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View live interactive examples in InetSoft's dashboard and visualization gallery.

Financial KPIs, Metrics, and Ratios

Gross Profit Margin - an indicator of profitability that details how much one makes on each dollar of sales before expenses are considered; most important to executives and managers: (Revenue – Cost of goods sold) / Revenue

Current Ratio - provides an assessment of an organization's ability to pay all debts over a certain length of time; most important to executives, banks, and lenders: Current Assets / Current Liabilities

Inventory Turnover - shows how often a company's inventory is sold and replaced in a period; most important to: managers and executives: (Total Sales - Cost of Sales) / (Inventory remaining at end of year)

Return on Equity - measures a company's profitability by calculating how much profit a company generates from the money that shareholders have invested; most important to executives and managers: Net Income (After Taxes) / Average Shareholder Equity



Financial Business Intelligence Software Sample

About InetSoft

Since 1996 InetSoft has been delivering easy, agile, and robust business intelligence software that makes it possible for organizations and solution providers of all sizes to deploy or embed full-featured business intelligence solutions. Application highlights include visually-compelling and interactive dashboards that ensure greater end-user adoption plus pixel-perfect report generation, scheduling, and bursting.

InetSoft's patent pending Data Block™ technology enables productive reuse of queries and a unique capability for end-user defined data mashup. This capability combined with efficient information access enabled by InetSoft's visual analysis technologies allows maximum self-service that benefits the average business user, the IT administrator, and the developer. InetSoft solutions have been deployed at over 5,000 organizations worldwide, including 25% of Fortune 500 companies, spanning all types of industries.

Read what InetSoft customers and partners have said about their selection of Style Scope for their solution for dashboard reporting.