EFFECT FIN/S offers several KPI’s that help Investment Management firms monitor their business metrics in terms of client and investment performances and also have a clear insight of the company’s efficiency. In modern dashboards and reports, managers can review their KPI’s against their business objectives and goals. Automatic processes generate reports and send alerts and notifications to authorized users when a KPI reaches a certain threshold. Some of the basic supported KPI’s refer to Assets under Management allocation (advisor, employee, type of service, branch, geographical), Investment performance e.g. Return on Assets, Client retention rate, Client advocacy, Operational KPI’s regarding operational efficiency and costs etc.