Smailes Goldie takes a consistent approach across all clients.Read case study
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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.
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.
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.
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.