See the whole book
Understand revenue alongside the client base and assets that generate it.
EnableWealth product / Revenue intelligence
Know what your book earns. See where to grow.
EnableRevenue gives wealth-business leaders a clearer view of brokerage, revenue productivity and the economics of their client book. It brings trends, exceptions and review opportunities into a business view teams can act on.
For wealth firms and institutions managing client relationships, teams and revenue across products.
A look at EnableRevenue
From information to a better decision.
What changes
AUM growth alone does not tell you how the business is earning.
Receipts, client relationships, team activity and operating costs often live in different reports. Leaders can see the monthly total without seeing where revenue is concentrated, what changed or which opportunities deserve attention.
Spot what needs review
Find unusual patterns, gaps and relationships that warrant a closer look.
Connect growth to economics
View productivity and costs together so decisions reflect more than a headline revenue total.
How it works
A path from data to action.
Create a dependable view
Bring agreed brokerage, product-revenue, client and team data into a common business picture.
Understand the drivers
Explore trends, client and family yield, and team productivity with definitions that fit the firm's operating model.
Turn signals into review
Put exceptions and possible opportunities in front of the right people, with ownership and follow-through.
The product
What EnableRevenue brings into focus.
Revenue and yield visibility
See what different parts of the book earn over time, beyond an aggregate monthly number.
Client and family perspective
Examine relationships that may be under-served, under-monetised or worth a more considered review.
Team productivity
Compare contribution across relationship managers and branches with context for book size and client count.
Opportunity follow-through
Move from a signal to an owned review, while keeping estimates separate from realised revenue.
Expense visibility
Bring operating costs into the conversation about earnings and profitability.
Traceable reporting
Make attribution questions and unresolved items visible so leaders know what to verify before acting.
Business value
Make the existing client base a clearer growth agenda.
EnableRevenue helps leadership focus attention where it could matter most: client relationships to revisit, changes in product revenue, team productivity and the cost of serving the book. Opportunities are prompts for review, not promised income.
- Sharper commercial visibility
- More focused relationship reviews
- Better-informed profitability decisions
Working together
Built around your data and operating model.
We work with your business and technology teams to define revenue logic, source coverage, review workflow and the management questions the product should answer. Production integrations, permissions, security and rollout are scoped for each firm.
- Agreed data and revenue definitions
- Reviewable exceptions and attribution
- Hosting and licensing shaped around your requirements
The public visual is a simplified working-prototype preview using synthetic data. It does not show a client deployment or promise a particular integration, control or financial result.
Common questions
What to know before we begin.
Will it fit our revenue model?
We shape definitions and reporting around the products, teams and relationships in your business. The first step is to understand the available data and the questions your leaders need answered.
Does it replace finance or adviser judgment?
No. It helps people inspect the drivers of revenue and prioritise review. Attribution, exceptions and potential opportunities still need the appropriate business checks and decisions.
Is the preview a live client system?
No. It is a simplified view from a working prototype with synthetic data. Production integrations, access controls and rollout are agreed for each engagement.
Explore EnableRevenue
See what this could make possible for your team.
We will start with your business objective, the data available and the people who need to use the result.