Business intelligence for Australian financial-services firms
Advice fees are capped, compliance costs keep rising and the most profitable clients are rarely the loudest. Corvana shows you revenue per adviser, fee recovery and true client profitability live — so you grow the book without growing the write-offs.
Built for brokers, advice firms, lenders and wealth practices.
The problems financial services operators know too well
You only find out a client is unprofitable after a year of servicing them for a fixed fee.
Live client-level profitability flags the accounts eroding margin, so you re-price or re-scope early.
Adviser productivity is invisible until review time, and by then the quarter is gone.
Revenue and active-client load per adviser, tracked weekly against target and firm benchmark.
Compliance and reporting deadlines creep up and consume chargeable hours.
Automated monitoring surfaces what is due, so compliance stops eating into fee-earning time.
Fee leakage hides across fixed-fee and ongoing-service agreements.
Fee recovery tracked against agreed scope, with alerts the moment realisation slips.
How it works for financial services
Syncs practice management and accounting (Xero / MYOB) so revenue, WIP and client economics update themselves.
Compare adviser productivity and fee recovery against comparable Australian advice firms, not generic averages.
Reporting and obligation deadlines feed the same dashboard, so growth and governance sit side by side.
Financial Services questions
What business intelligence matters most for financial-services firms?+
Revenue per adviser, fee recovery against agreed scope, client-level profitability and book (FUM) growth — all tracked live. Corvana surfaces these from your practice-management and accounting data so you act before margin leaks.
Can Corvana show which clients are unprofitable?+
Yes. Corvana calculates profitability per client by combining fees with the servicing effort behind them, flagging fixed-fee accounts that have drifted below cost so you can re-price or re-scope.
Does it help with compliance reporting?+
Corvana folds obligation and reporting deadlines into the same dashboard and complements its Compliance Automation module, so governance work no longer ambushes fee-earning time.