Business Intelligence for
Wealth Managers

Tishkint is an extraordinary system taking care of ordinary things so you can do better.

A Customer Relationship Management and Business Intelligence system built specifically
for the needs of Wealth Managers and Financial Planners.

Your Success - Tishkint Projects

Although Tishkint is continuously in use throughout the day for Practice Management it is designed to support typical financial planning and business organisation projects.

It may be defined as a specific project or built into your processes but, either way, it is critical to your success and Tishkint has specific functions to help define, contribute and measure progress in these areas.
Below are some key projects undertaken by our high achieving users and Tishkint will guide you in successful implementations.

Active Customer Segmentation

Are your most valuable customers subsidising your least valuable? Tishkint has some smart reports that highlight inconsistencies in your client bank. For example, you should have a good reason why the client whose portfolio brings you the most income is not in your top tier. Similarly, Tishkint will show you clients who contact you regularly, require above average effort to service but do not contribute as much to your bottom line.

Income Reconciliation

Reduce monthly admin time though automated reconciliation and exception reporting. Use the Tishkint Central Bank reports free up valuable staff time.

Decision Support

Measure where you are now so you know when you arrive. Tishkint uses Key Performance Indicators and Exception Reports to keep the focus on your strategy.

Compliance

Define the key activities in your business processes, agree how to measure them and then tell Tishkint. It will track and report on all outstanding steps, highlight delays and prove that procedures have been followed correctly. Sleep better.

Sales Pipeline

Tracking future potential income and sales team performance. Customise Tishkint to reflect the stages in your pipeline. Assess the viability of each opportunity, set targets and give everyone visibility of how well you are doing.

Income Allocation

Automatically allocate your income (both fees and commission) to specific portfolios to measure the financial value of each client. Roll those figures up to measure the income generated by key staff. Substantiate contribution and reward your team.

GDPR

Tishkint supports all the rights of the Data Subject and maintains an audit trail of activity so that you can prove when and who took each action.

Data Quality

Stale and out of date information undermines confidence, leads to bad advice and poor relationships. Tishkint shows you the freshness of key information and alerts you to gaps and stale data.

Key Features

Tishkint is rich with features designed to increase efficiency and reduce errors in running a successful wealth management business. There are too many to list but some of the more recognisable ones are below.

Daily Portfolio Feeds

Ensuring up to date values for your clients and monitoring of ongoing risk exposure.

Strategic Dashboard

Showing customisable Key Performance Indicators measuring the heartbeat of your business, staff and client activity.

Income Reconciliation

Tishkint gathers your commission statements and fee invoices, allocates payments to clients and highlights anomolies.

Efficient Diary Management

Highlighting outstanding actions for yourself, your clients and the investment or protection providers.

Access Anywhere

Tishkint is cloud based so you can view Portfolios in your (parked) car just before visiting a client or when working from home.

Central Bank Reporting

Tishkint produces a number of reports that track exactly what you are required to give to the CB.

Client Portal

You can give selected clients online access to their Portfolio from your website sharing as much or as little information as you choose 24/7.

Tailored Valuation Reports

We can configure your Tishkint installation to use your headed paper, company graphics and colours to produce a Portfolio Valuation Report that is the envy of your competitors and the delight of your clients.

Advance Warning

Tishkint highlights policies that are nearing maturity or expiration and can help you plan and track activities for reinvestment.

Staff Performance

By correlating client value to the staff that service that client and the time taken to support and advise each client, Tishkint can help measure efficiency of processes and the productivity of staff.

Integration

Export your client data into Voyant, check your Email, access your cloud based digital assets - all in a day's work for Tishkint.

Sales Pipeline

Track and measure effectiveness of your Sales Opportunities.

KPI Dashboard

Technical Features

24/7 Help & Support

Our experts are available throughout working hours to not just help with problems but to advise of efficient usage.

Secure

  • ISO27001 Secure Data Centres
  • High Bit Encryption
  • Penetration and Vulnerability Tested

Responsive Layout

Looks good on all devices.

Fast

High volumes of data are processed quickly so that you can act at the speed of thought.

Intuitive

Want to know more about some figure? Just click on it. Menus are minimal.

Easy to Use

A customer said that if a user couldn't use Tishkint then they shouldn't be working there.

Regular Enhancements

We are continuously adding relevant functionality to Tishkint based on feedback from our advanced users.

Attractive Interface

If you are going to be spending hours using software, shouldn't it look good?

Some Thoughts from our Clients

user
Carl Widger, Metis Ireland

“ Tishkint has been part of our business for a few years. Every member of the Metis Ireland team uses Tishkint throughout the day. It helps to ensure that all client contacts are logged appropriately and we are sure that it helps the business with all aspects of compliance.
While Tishkint is really easy to use, the comprehensive nature of the reports that are generated from the system mean that we are always delivering an efficient and professional service to our clients.
The excellent client portal allows our clients to log in and check their portfolio values, therefore significantly cutting down on administration time. The Sales pipeline facility is a brilliant tool to measure performance and expected results.
From a management information point of view, we are sure that Tishkint is the best in class system available to Financial Brokers. ”

user
Noel Gallivan, Gallivan Kennedy Insurance Brokers Ltd

“ We in Gallivan Kennedy have been using Tishkint for a little over a year and I can honestly say for our Brokerage (which has been in operation for over 30 years), Tishkint has brought our level of Reporting, Communication and Service to a different level.
From an office point of view the Dashboard allows each user immediate access to Policy Information, Reporting, Funds under Management and who is the Financial Adviser. The Notes, Tasks and Diary features mean nothing gets missed and literally everybody is on the same page.
It is generally felt Tishkint has reduced our overall administration by 30% and the back up support is first class. ”

user
Joe McKeogh, Murray & Spelman

“ We have been using Tishkint for a few years now and it has moved to the core of our business. As it touches all parts of the business, it helps us prove our compliance. It’s fast and really ease to use. I particularly like the fact that I can view income by client, by advisor and by provider. ”

Meet The Team

Tishkint is recruiting and, for now, we are...

Peter O

Peter O'Mahony

Founder & Lead Developer

Common Questions

What's on your mind?

Can I keep my existing CRM?

To minimise change in their organisation, some of our clients have initially kept their existing systems and, even with such a gradual implementation, Tishkint brings immediate benefits. Over time, you will reduce your dependency on the old system and Tishkint will become the single source of client and portfolio data.

I want to take over another broker's business. Can Tishkint help?

Most certainly. Once we have permission, we can load all the target broker's portfolio and income data and we have specific analyses that determine key measurements about that business including the range of age profiles and wealth of individual clients. Because we are independent, we can quickly get agreement from both sides.

Do I need to organise training for all my staff?

Our customers find Tishkint very easy to use. One commented that if someone couldn't use Tishkint without training then they should not be employed by them. That may be a bit harsh but it does demonstrate that Tishkint is intuitive and the answer to all questions is just a click away. We usually work with one staff member during the Implementation so that we get to understand how the office works and then we can configure Tishkint to suit all users. That said, we are continuously enhancing Tishkint and with each new feature, we release new instructional videos to help you get the most out of it without disrupting your day to schedule training.

Is Tishkint suitable for all brokers?

No. Tishkint is well suited to advisors who are focused on long term relationships with their existing clients. Brokers who sell products, take all commission up front and move to the next opportunity tend to place lower value on the customer relationship and Tishkint will have limited value to them.

Are my data secure?

Yes, we store all your data in ISO 27001 certified data centres in Ireland and this ensures that the highest standards of physical security are applied. In addition, we run regular vulnerability tests and maintain audit logs of all access.

Is Tishkint free?

We'd all like that but we have to eat too so there is a monthly subscription and it is excellent value.

Get a Demo

First, ask yourself a few questions. You don't have to share the answers with us during the demo but it will help set your expectations and evaluate your experience.

  • How many hours in a week do you and your team spend on repetitive administrative work?
  • Do you know the total value of assets under your management (AUM) and how accurate is the figure today?
  • What single fund contains the largest amount of your AUM and can you get a list of portfolios containing it?
  • How up to date are your Customer Segmentation profiles?
  • How vulnerable are you to a Compliance Audit?
  • How do you measure progress on your Business Strategy?

then

  1. Check your diary now. Can you make 20 minutes available at your desk this week?
  2. Call Tishkint on 01 292 3502 now and we'll arrange it with you. It'll take 5 minutes if you talk fast.

or get a Factsheet

(We will only use your email to send you the PDF and to follow up. No newsletters.)