Undivided Data

Product

From every system to one answer.

Start with dashboards. Add Claude to ask questions in plain English.

What you get

From spreadsheets to an AI-driven broker.

What arrives at each step, and what it lets your team do.

TODAYSpreadsheetsExports and copy and pasteYOU HAVENumbers a week lateDifferent totals per teamManual reconciliationTODAYWait for month endThen argue over whosenumber is rightDAY 30One warehouseEvery system joinedYOU GETHourly read-only feedsA warehouse in your AWSOne client_id for platform,CRM, PSP and IBYOU CANTrust one numberFor deposits, revenueand client valueSEEDashboardsThe broker KPI packYOU GETMetabase with SSOKPI pack: funding, revenue,clients and IBsChecked against your reportsYOU CANSee yesterday by 9amSpot PSP decline spikesPrice IBs on client valueASKClaudeQuestions in plain EnglishYOU GETClaude, connectedThrough Metabase MCPEvery answer shows its queryYOU CANAsk, and see the workingWhy did deposits fall?No analyst queueAI-DRIVENBriefs and alertsAI watching the businessYOU GETMorning brief by 9amDecline and exposure alertsBoard pack drafted for youYOU CANAct before the P&L hitsRun the business ondata, not instinctSteps two and three come with every plan. Claude, briefs and alerts come with the Ask plan.

Architecture

How it fits together.

Read-only feeds from every system into one warehouse in your AWS account, with dashboards and Claude on top.

PLATFORMTrading serversMT4 · MT5 · cTrader ·DXtrade · Match-Trader · TradeLockerCRMCRM and KYCClients, documents, statusPAYMENTSPSPs and acquirersDeposits, withdrawals, declinesPARTNERSIB and affiliate systemReferrals, rebates, CPALIQUIDITYBridge and LP fillsMarkups, routing, A and B bookMARKETINGWeb and ad analyticsSessions, campaigns, costINGESTRead-only connectorsAirbyte, hourly syncNo write accessRAWLanding tablesExact copy of each sourceMODELLEDdbt modelsTested and versionedUNIFIEDOne client recordEvery system, one client_idRUNMonitoringFreshness checks hourlySEEMetabaseKPI pack, SSO,row-level accessCONNECTMetabase MCPSecure link for ClaudeSEEDashboardsCEO, finance, risk, dealingASKClaudeQuestions in plain English,answers with the queryDAILYMorning briefAnd alerts, before 9amYOUR SYSTEMSYOUR AWS ACCOUNT · UK OR EU REGION · YOU HOLD THE KEYSPOSTGRES WAREHOUSEYOUR TEAMPurple: read-only data flow. Gold: the unified client record. Dashed: monitoring. Claude is on the Ask plan.

Identity

One client record, from four systems.

Every row matched to one client_id, so deposits, revenue and partner costs add up. Demo data.

CRMContact 88231Email (hashed), KYC approvedMT5 · SERVER 2Logins 501223, 501224Group retail_gbp, balance £8,420PSP · ACQUIRER ACustomer ref cus_7Q26 deposits, 1 declineIB SYSTEMReferred by IB-117CPA tier 2, rebate £4 a lotMATCHING RULESIdentity resolution1. KYC id and hashed email2. Platform login to CRM link3. PSP customer to account4. IB tag to clientConflicts are flagged, never guessedCLIENT_ID 40017One record for client 40017Deposits, lifetime: £12,500Withdrawals: £3,000Net trading revenue: £2,140Accounts: 2 logins on MT5 server 2Introduced by IB-117, cost to date £410Card declines: 1 of 7 attemptsFlags: noneAll figures are demo data. Matching runs in your AWS account on every hourly load.

Dashboards

The KPI pack, from day one.

Funding, revenue, clients and IBs, checked against your reports.

Broker KPI pack, last 14 days Demo data
FundingRevenueClients
Net deposits£406k+6%
FTDs512+3%
Declines14%+2 pts
Net deposits by day

Ask

Ask in English. See the working.

Which PSP declined most yesterday?Demo data

Acquirer A: 178 of 612 declined, 29%.

Show the query
select psp, count(*) as attempts,
  count(*) filter (where declined) as declined,
  round(100.0 * avg(declined::int)) as rate
from payment_attempt where day = current_date - 1
group by psp order by rate desc;

The plan

Live in 30 days.

Day 1 is the day we get read-only access. The retainer starts at go-live.

D1 to D7D4 to D14D8 to D18D10 to D21D15 to D25D20 to D27D22 to D29D30DAYS 1 TO 7DAYS 8 TO 21DAYS 22 TO 30Access and credentialsRead-only pipelinesClient ID matchingWarehouse modelsKPI pack in MetabaseClaude and briefs (Ask)Reconcile with your reportsGo liveD1D7D14D21D30Monthly retainer starts at go-live: monitoring, fixes and new reports.

What we need

Live in 30 days from read-only access.

  • A named owner on your side
  • Platform: Manager API, Open API or replica
  • CRM and KYC: API key or export
  • PSPs: reporting API or settlement files
  • IB system: API or export
  • AWS: an account or sub-account