INTELINVEST B2B WHITE LABEL
Investment intelligence,under your brand.
See the full picture of your investment business. AUM, performance, assets, and trading activity — connected in one analytical workspace.
Designed to scale up to 1 million users
Built for banks. Made for the bigger picture.
THE BIG PICTURE. EVERY DETAIL.
Your investment business, at a glance.
Bring your key metrics together. Move from an organization-wide overview to the dimensions that matter to your team.
- 01
Assets under management
Track total AUM, changes over time, and the sources behind your growth.
- 02
Performance in context
Compare Dietz and time-weighted returns against your selected benchmark.
- 03
A clear view of allocation
Understand how assets are distributed across classes and instruments.
- 04
Trading activity, explained
Follow purchases, sales, and net trading flows across your organization.
01 / GROWTH INTELLIGENCE
Know what’s moving your AUM.
A single number tells you where you are. See what got you there with a clear breakdown of the factors driving change.
- Separate market movements from client activity
- See the contribution of new and existing clients
- Explore by period, department, or advisor
Sources of AUM growth
January — June 2026
02 / A CLOSER LOOK
From the overview to the answers.
Explore the composition of your assets and the activity behind them. Two perspectives. One connected workspace.
Every asset. A clearer perspective.
Explore asset classes, individual instruments, and their share of AUM. Filter your view by department, advisor, and reporting period.
- Asset class and instrument breakdowns
- AUM changes and allocation weights
Follow the activity behind the numbers.
Understand what your organization is buying and selling. Compare trading volumes and net purchases and sales over time.
- Purchases, sales, and net trading flows
- Trends by period, asset, and team
Organization-wide insights, down to the team level.03 / ORGANIZATIONAL INSIGHT
A shared view. Sharper perspective.
Compare departments and investment advisors through a consistent set of metrics. Understand how every part of your organization contributes to the whole.
- Compare AUM, performance, and net trading flows
- Put returns in context with benchmark comparisons
- Switch between department and advisor views
YOUR IDENTITY. OUR ANALYTICS.
Your brand. Built to scale.
Deliver an analytical workspace under your own brand, with a clear view across your investment business as it grows.
LET’S SEE THE BIGGER PICTURE
Bring clarity to your investment business.
Let’s explore what IntelInvest B2B White Label can do for your organization.
Book a demo