Don’t take our word for it. Try it.
This is our real R Shiny app with sample data: no sign-up. Click anywhere, you can’t break anything.
Use it live
The demo runs on our server
It starts in a few seconds.
Browse the modules
Real screenshots of the app. Pick a module.
Overview. KPIs, indices, AUM by segment, latest clients and tasks on one screen.
What to try in two minutes
A quick route to see what a platform can do instead of Excel.
Look at the Overview
All key numbers at a glance, already up to date.
Change the period in Finance
Pick an index and a range: risk, return and charts recalculate instantly.
Open a client
In Clienti, click a row: the profile opens and you can edit it.
Generate an invoice
In Fatturazione, add a line and download the PDF with logo and VAT.
Download the report
In Report, get a multi-page PDF and a full Excel file in one click.
Ask a question
In the Chatbot, ask “AUM totale” or “cliente più grande”.
Want a platform like this, with your data?
Tell us about your process: we’ll show you what it would look like, with a proposal within 48 hours.