Internal Demo Environment

Reporting & Intelligence Suite

Prototype tooling for St. James's Place business teams. Select a view below to explore reporting and data demos.

Executive & Director Level

Interactive Dashboard

Executive Performance Dashboard

Group-level overview across AUM, new clients, revenue and department performance — fully interactive with drill-down charts and linked filtering across all panels.

👆 Click-to-filter tables 🔍 Drill year → quarter → month 📊 Cross-panel linked data 📅 Year / Quarter / Month tabs 🏢 Department breakdown

Business departments

Campaign ROI, lead pipeline, event performance, cost vs budget tracking and new client acquisition by source.

Global markets dashboard — index performance, regional returns, sector heatmap and interactive period charts.

Client Reporting

Annual review report builder, tax self-assessment helper, valuation statements and goals-based planning outputs.

Breach and incident tracker across data, security, suitability, regulatory and operational categories — with FCA reportable flagging.

Interactive HNW client journey — product divergence by wealth level, estate planning structures and IHT exposure calculator.

Wealth journey slider from £0 to £600k — shows which products activate at each threshold and how reporting complexity evolves.

Full SJP product catalogue — click any product for reporting details, audience, wealth activation point and tax treatment.