Stonebridge launches new dashboards on Revolution system

Stonebridge has unveiled newly-designed performance dashboards on its wholly-owned trading platform, Revolution.

The mortgage and insurance network has also announced the completion of phase seven of its 11-stage restyling project, which is part of Stonebridge’s recent multi-million pound investment in its Revolution system.

The performance dashboards are available at both company and adviser level and allow both the principal of the Stonebridge appointed representative (AR) firm, as well as the individual adviser, to track performance in “near real-time”. The network suggested this will allow them to spot opportunities and strategise more efficiently.
Stonebridge also revealed that company performance dashboards present the business principal with a clear overview of the business’ performance, while the adviser performance dashboard present a business performance split by adviser.

Revolution director, Tim Merrey, commented: “We’re constantly looking at how we can improve the service we provide to Stonebridge AR firms and how to effectively present the data within Revolution in order to provide the necessary detail and insight which they can utilise to make the most of all opportunities. Hence the substantial and ongoing investment by Stonebridge, month after month.
“Our company and adviser performance dashboards enable principals and owners to identify where individuals and the firm are performing well, plus where there might be room for improvement across various sectors and products.
“This is all about empowering our AR firms to review their performance in as close to real-time as possible and to analyse those statistics to improve outcomes and grow income. It will also greatly help individuals to benchmark their own performance and to view where they can use their resources and time to make improvements.
“On top of this, we continue to work through our Revolution restyling project and to enhance the overall user experience, which we know is especially helpful for advisers working on tablets and iPad devices.”

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