Dundas BI

Dundas BI provides us the ability to portray and display what, may be considered complicated and overwhelming, in an interactive, cohesive, logical and easy to understand manner. We use the platform to show interactive charts and portray performance data relative to client investment accounts. We are able to answer all the important questions using data displayed in such a manner that provides the client with both a "big picture" overview and, also, the details of each account and then - the accounts as a whole. It has been an invaluable investment in our firm and our clients.