Turn data into decisions

Agility Intelligence

The reporting depth legacy systems can't deliver: a live operational data store, historical data import, and dashboards that update in real time as your portfolio moves.

Overview

Agility Intelligence transforms warehouse lending data into actionable insights with real-time database management, historical data migration, and powerful business intelligence capabilities. By combining live portfolio information with historical reporting, lenders gain a complete view of operational performance without relying on disconnected spreadsheets or manual reconciliation.

Built on Microsoft Power BI, Agility Intelligence delivers interactive dashboards, configurable reports, trend analysis, and executive-level visualizations that update in real time as your portfolio changes. The result is faster decision-making, greater operational transparency, and the ability to turn data into strategic advantage.

How it works

1
Stand up the operational data store
A client operational data store in MS SQL format holds live platform data in a structure your analysts can query directly.
2
Bring the history with you
Legacy data is imported and reconciled so reporting spans the periods before and after moving to Forta Agility.
3
Design the visuals
Power BI dashboards and reports are designed around the metrics your operations, treasury, and executive teams follow.
4
Watch it update
Real-time data stream updates keep reporting current as loans fund, settle, and move through the portfolio.