Overall Satisfaction with 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.
- Dynamic and interactive charting.
- Taking raw data and making it meaningful.
- Visual portrayal of accounts, performance, relativity, risk, cash, flow, etc.
- A way to use Dundas BI platform on our website - or ability to link to website.
Dundas BI is the only platform we felt could address all our needs at a reasonable price.