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AFSL Insights

Real time insights to monitor and manage your AFSL and business KPI’s.

Importance of Data

It is vital that you have current, accurate and timely data to run your AFSL.

Good quality data ensures:

  • Efficient & accurate advice and review processes

  • Accurate and timely reporting

  • Ability to monitor and report on your compliance and regulatory obligations

  • Better understand business performance and drivers to grow

Insightful Reports

Our Insight Reports will help highlight: 

  • Data not captured at all

  • Data not captured in the right location

  • Data not updated

  • Discrepancies between fees and advice

  • Powerpoint Style Sales Pack

Key Features

Business Insights:

  • Gain insights into potential compliance risks to your AFSL

  • Help identify trends in revenue and funds under advice


  • Monitor your business more closely and get instant answers using our easy-to-read dashboards

Power BI:

  • AFSL Insights are powered by Microsoft Power BI (Business Intelligence)
    This is technology offered within the Office 365 suite

Starter Plan



Expandable RAM

Fixed Memory – 1GB

Memory Cache

512 MB

Number of Visits


SSL Certificate




Priority Support

SLA – 48 hours

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