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Benchmark · KPI management information
measured and evidenced.

Every adviser KPI,measured and evidenced.

Benchmark pulls file review grades, CPD hours, complaints, periodic suitability reviews, Consumer Duty and vulnerability into a single management workspace. Your firm sets the benchmarks; Vectrex rates every adviser red, amber or green and produces the supervisor and one-to-one reporting for you.

See pricing Common questions
Six
KPI areas measured
Your own
editable benchmarks
One page
adviser RAG scorecard
Firm pack
PDF and Excel
Illustrative · file reviews

File review outcomes across the firm

Files reviewed
173
Suitable or with development
92%
Advisers measured
24
Status

Advisers on benchmark

82
per cent
Illustrative measures

What Benchmark rates

  • File review outcomes
    Suitable and suitable with development against your benchmark
    On benchmark
  • CPD hours
    Total, structured and unstructured, with run rate for the year
    Watch
  • Complaints
    Volume, root cause themes and outcomes
    On benchmark
  • Periodic suitability reviews
    Completion by quarter against the firm target
    On benchmark
  • Consumer Duty and vulnerability
    Concerns raised and vulnerable customers identified
    Watch
Governed

Built for supervision

  • Supervisors see every adviser; advisers see only their own KPIs
  • Benchmarks start at Vectrex defaults and are yours to edit
  • KPI years and reporting periods are configurable
  • Inactive advisers are excluded unless you choose to include them
  • Strict firm-level data isolation throughout
Fed by Apex reviews
Completed Apex file reviews flow straight into adviser KPIs — grades, Consumer Duty findings and vulnerability, with no re-keying.
Your benchmarks, your year
Every benchmark ships with a sensible Vectrex default and can be edited by supervisors, along with the KPI year and reporting dates.
Uploads and manual entry
Branded Excel templates for file reviews, complaints and annual reviews, plus validated manual entry for anything outside Vectrex.
Built for 100+ advisers
Search, red/amber/green filtering, sorting and pagination keep large adviser populations fast and readable.
Consumer Duty and vulnerability MI
Outcome themes, concerns raised, vulnerable customers identified and support recorded, by adviser and across the firm.
Reporting in a click
A one-page adviser RAG scorecard, a detailed one-to-one report and an eleven-section firm MI pack in branded PDF and Excel.

Walk into the one-to-one prepared.

Every adviser conversation and every supervisor pack, evidenced against the benchmarks your firm has set — without building another spreadsheet.

See pricing About Vectrex

Figures on this page are illustrative examples of KPI reporting. No firm or adviser data is shown.