InsightOne Dashboard is the self-service analytics layer of the InsightOne suite. It leverages InsightOne DW for ad-hoc analyses, performance attribution, risk analysis, portfolio segmentation and interactive visualizations. Compatible with Power BI or alternatives, with drill-down from aggregate to single transaction.
Six analytical capabilities designed for the real needs of asset management companies, banks and players of the Casablanca Stock Exchange.
Ready-to-use financial dashboards for management, risk and commercial. Portfolio view, sector exposure, performance tracking, risk analysis — real-time updates from InsightOne DW, no manual export needed.
Performance breakdown by decision: allocation, selection, interaction. Sector and geographic contribution, benchmark comparison (MASI, sector indices, peers). MWR and TWR methodology.
Historical and parametric VaR, stress tests, regulatory ratios, tracking error, drawdown, rolling volatility, concentration and correlations. All standard risk indicators of Moroccan asset management companies in a single screen.
Navigate your data by fund, by manager, by period, by asset class, by issuer or by sector. Drill-down from aggregate to single transaction to instantly understand the origin of each variation.
Compatible with Power BI or alternatives depending on your stack. Build your own views without development: select metrics, choose dimensions, configure charts, export to Excel or PowerPoint in one click.
Aggregated view of all your funds, inter-fund comparisons, OPCVM range analysis. Ideal for senior management, investment committees and risk control teams.
InsightOne Dashboard adapts to every level of the organization — from the manager monitoring positions to the CEO steering the product range.
Absolute and relative performance calculation, MASI benchmark comparison, real-time KPI tracking for fund managers.
Daily monitoring of risk indicators, VaR, stress tests, detection of limit breaches and automatic alerts.
Visual summary of performance and positions for committee presentations, one-click PowerPoint exports.
Comparison against your market peers, positioning analysis, sector and OPCVM range benchmarks.
Profitability steering, fee tracking, margin analysis, consolidated business KPIs across the entire range.
Automatic notifications on style drifts, exposure breaches, tracking deviations or risk thresholds.
InsightOne Dashboard is designed to be used directly by business teams — without technical mediation. A fund manager, risk manager or CEO accesses their analyses in a few clicks, without waiting for a back-office report.
InsightOne Dashboard inherits the suite's structural principles: modularity, sovereignty, native integration, openness and scalability — deployable brick by brick according to your priorities.
Brick-by-brick deployment based on client priorities. No big-bang required, each module activatable independently.
On-premise or Moroccan private cloud hosting. Zero data leakage to public cloud, AMMC, BAM, DGSSI compliant.
All six InsightOne modules share the same data model and communicate without intermediate ETL.
Architecture compatible with T+0 feeds depending on source availability, no re-entry needed.
Standard APIs, no proprietary lock-in. Compatible with Power BI, Tableau, Qlik and other analytics tools.
Product roadmap driven by our R&D and client feedback, evolutions at your pace.
One-hour personalized demonstration on your own data, free one-day on-site audit, or half-day scoping workshop — no commitment.