Analytics
Secondary market analytics your leadership can trust
Real-time desk KPIs, settled volume, pipeline by stage, broker attribution, and exportable regulatory packs, same numbers the desk uses daily.
Overview
When every team maintains its own dashboard, nobody aligns
Risk, leadership, and the desk often cite different pipeline numbers. Rebuilding metrics from exports each month wastes time and erodes confidence in secondary programs.
Overview
Operational analytics on live platform data
secondri Dashboard and Reports surfaces buy/sell volume, supply-demand balance, deal KPIs, and accreditation alerts. Desk analytics cover hit rate, time-in-stage, and vintage views with CSV exports for compliance officers.
- Dashboard with volume, investors, and accreditation alerts
- Desk analytics: settled volume, pipeline, hit rate, time-in-stage
- Trade blotter and regulatory pack CSV exports
- Activity audit log for org-wide or personal trails
Capabilities
Executive dashboard
Secondary market KPIs at a glance.
Desk analytics
Period-over-period metrics and broker attribution.
Regulatory exports
CSV packs formatted for compliance review.
Trade blotter
Exportable transaction history for leadership.
Audit log
Immutable user activity for investigations.
Scheduled reports
Automated delivery for recurring reporting cycles.
Reporting rhythm
- 01
Monitor
Dashboard alerts for volume and accreditation.
- 02
Analyze
Slice pipeline and performance by desk or vintage.
- 03
Export
Generate blotter and regulatory CSVs.
- 04
Review
Share with leadership and compliance from one source.
For desk heads, COOs, and compliance
Replace monthly spreadsheet reconstruction with live reporting on platform truth.
Fund operations solutionsCloud
Delivery
Multi-tenant
Architecture
API-ready
Integrations
SOC2-ready
Posture
Frequently asked questions
- Is Reporting & analytics included in every secondri deployment?
- Module access depends on your package. Broker Stack teams typically enable trading, deals, and compliance together; Emerging Manager packages emphasize fund admin and the investor portal. Contact sales to map modules to your organization.
- How long does implementation take?
- Most teams begin with core workflows in days, then expand modules and integrations over subsequent sprints. We provide implementation playbooks and training for desk, ops, and IT stakeholders.
- Can we integrate with our existing OMS or CRM?
- Yes. secondri exposes REST APIs, webhooks, and CSV exports so you can sync orders, counterparties, and reporting outputs without a rip-and-replace project.
- Is secondri multi-tenant cloud SaaS?
- secondri is purpose-built as multi-tenant cloud software with tenant isolation, role-based access, and optional SSO for enterprise programs.
See secondri in action
Walk through a sample environment with your workflows, compliance checks, and reporting needs. Our team will tailor the demo to your desk or fund operations model.