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Flexibility
Choose what Data to store and how to show it
Assets Under Management
Calculate and display Assets Under Management for individual clients, families and your firm.
Unique Dashboards
Create dashboards of whatever information you like, to make your data easy to digest and find.
Calculated Withdrawal Rates
Calculate and display Withdrawal Rates based on single and regular contributions and withdrawals.
Compatibility
Tie our platform with your existing applications such as Outlook, creating any automations you like.
Strategic Dashboards
Our Dashboards can be tailored to show whatever your firm needs, making sure you get the most out of your data.
Manage Your
Team's Workload
See your team's priorities clearly.
Show your Service Cases in a clear list which includes their current status and allocated team members, making sure your team never miss anything for your clients.
Create Your Centre
Eliminate the need for spreadsheets.
Merge and add data to your own central database with the Datavana Hub, removing the need for spreadsheets.
Bring Your Data Into Your CRM
Stop switching between apps and show all the information where you're already looking
Our browser plugin allows you to view the information from your Datavana Hub in your CRM, relevant to each client.
Find Your Centre
with Datavana.
Manage and grow your business while implementing Consumer Duty recommendations with Datavana.
Talk to us about how we can help your firm make the most out of your data.
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