New releases provide templates and easy report scheduling
The jobs you do every day need to be fast and scalable. With Advisory it’s no different. Futrli’s hold monthly user group meetings to offer access to your community, Futrli senior management and, critically, to gather user feedback. Their two new releases have been built with that in mind. Timesaving, efficient, ROI-generating and powerfully scalable …
Reporting templates: accelerate advisory delivery and increase ROI
Practitioners need solutions that help to deliver advisory services faster. With Futrli's new Reporting Templates, you gain access to pre-made reports that are ready to use. These templates allow you to generate client insights effortlessly by applying your own datasets. The benefits are numerous:
Report scheduling: effortless communication and enhanced client experience
How do you use the data the reporting generates? Communicating client insights is a vital part of advisory. It just got easier with Futrli's Report Scheduling feature; it streamlines the process and ensures timely delivery of valuable information to clients. You can expect: