insight

Analysis.

Don’t just crunch numbers. Add value.

Up-to-date financial data available on-demand helps you produce deeper analytical insights.

Get more time for thinking
Find the data you need
Engage clients with data
Interactive communication

Tell them something they don’t know

Use Silverfin’s data, analytical tools and reporting to provide the perspective your client wants.

Get more time for thinking

With all the data you need at your fingertips, and automation saving you vital hours spent on compliance or reporting, you can reinvest that time looking beyond the numbers to how your clients can improve.

Find the data you need

Using Silverfin’s powerful filters and transaction-level data, you can drill down into the specifics for individual clients or your whole portfolio. Use Silverfin to surface exactly what you’re looking for with ease.

Engage clients with data

Our powerful reporting templates pull data into easy to create and compelling reports you can share with clients. It’s easy to develop your own on Silverfin too. In just a few clicks you can visualise data and share your recommendations in reports that grab your clients’ attention.

Interactive communication

Silverfin’s built-in communication portals allow you to send your analysis straight to your client and help them make progress towards the targets you’ve identified, without ever leaving the platform.