Published on

16 Feb 2026

How does Command Deck work?

Understanding the mechanics that help you to take back control of your data

The promise of unified practice data sounds straightforward: consolidate fragmented information, eliminate reconciliation work and deliver clear, actionable visibility. However, the execution requires sophisticated infrastructure working quietly in the background allowing you to see clean, actionable information when you need it.

Command Deck achieves this through a streamlined process that transforms disconnected data sources into a golden source of truth.

The 4 key stages through which Command Deck transforms disconnected data

Stage one: Secure data collection

Command Deck establishes secure connections to your platforms and CRM, integrating directly with platform APIs and data feeds to create automated data flows that can update by the minute. For practices using multiple platforms (perhaps Transact for pensions, Quilter for ISAs and Aviva for bonds), Command Deck establishes individual connections to each.

This connection architecture eliminates the manual export-import cycle. Rather than manually accessing each platform and manually updating your CRM, client portal or reporting, Command Deck handles this automatically with encrypted transmission and full audit trails.

In practice...

One firm we work with was previously pulling contributions and withdrawals data manually from its platform, then keying it all into Intelligent Office (IO). This took the team hours each week and needed an ‘army of admins’. Command Deck now imports this data automatically, including historical information, eliminating this administrative burden entirely. It has even enabled the team to check and approve data before pushing it to IO.

Stage two: Data reconciliation

Once data flows into Command Deck, reconciliation begins. Platform A might report a contribution on 15 March, but your CRM might have it logged as 16 March. Command Deck's reconciliation engine identifies these discrepancies using intelligent matching algorithms, ensuring you’re giving your clients the facts about their performance and not misrepresenting anything.

In practice...

The system doesn't simply flag mismatches, it creates rules-based reconciliation logic. When Platform A consistently reports transactions one day ahead of Platform B due to processing timing, Command Deck learns this pattern and reconciles automatically.

For practices that want control over accuracy, Command Deck provides transaction reconciliation dashboards. Before pushing reconciled data back to your CRM, you can review discrepancies, verify large transactions and confirm that the reconciliation logic makes sense.

Stage three: Data cleansing

Reconciliation addresses current discrepancies between systems but data cleansing tackles historical inconsistencies within them. Over years, CRMs accumulate duplicate records, outdated addresses, inconsistent naming conventions and incomplete information.

In practice...

Command Deck's data cleansing capabilities identify these issues systematically. It applies standardisation rules including consistent date formats, uniform naming conventions, and validated postcodes. It flags potential duplicates for review and identifies incomplete records where critical information might be missing.

For any practice looking to reduce risk and prepare for audit, clean data is critical. Command Deck's data cleansing capabilities deliver confidence, enabling you to present a clear, verified picture of client assets.

Stage four: dashboard configuration

With clean, reconciled data established, Command Deck surfaces insights through pre-configured dashboards. We have worked with many advice practices to understand which metrics matter most, then built dashboards that deliver this information at a glance.

Here are some of our favourites in practice:

Firm Data Visibility Dashboard – shows overall AUM, asset flows between platforms, client retention metrics and adviser productivity. The dashboard updates continuously as data flows through the system;

Pre- and Post- Due Diligence Dashboard – presents exactly the information buyers require: historical asset flows, client retention figures and revenue per adviser;

Transaction Reconciliation Dashboard – shows contributions, withdrawals and valuations across all platforms before data synchronises to your CRM, providing verification whilst eliminating manual reconciliation work.

The implementation journey

Practices typically complete implementation in two to six weeks. Here is a typical timeline:

Requirements gathering: Understanding your technology stack, identifying platforms requiring connection and configuring dashboard preferences;

Data integration and authentication: Establishing technical connections with appropriate authorisation;

Developer provisioning: Your team receives access with appropriate permissions configured for different roles;

Data validation and review: Reviewing reconciled data and verifying cleansing logic before going fully live;

Live operation: Command Deck moves into production with data flowing automatically and dashboards updating continuously.

Take control of your data with Command Deck. Clean data and easy to action insights in clear dashboards empower you with visibility of what's really happening across your practice, right now.

See the mechanics in action

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Frequently asked questions

How quickly does data update in Command Deck?

This can depend on when your platform provides updated data. Where it is available instantly, data flows update continuously as platforms and CRMs push information. Dashboard updates reflect this real-time data, though some aggregated metrics may refresh less regularly.

Can we customise the dashboards beyond the pre-configured options?

Pre-configured dashboards meet most practices' needs. For practices requiring specific views, perhaps with unusual reporting requirements, FE fundinfo can offer custom dashboard development.

How does Command Deck handle complex client structures like trusts?

Command Deck's reconciliation engine recognises relationships between accounts, policies and client entities. It groups holdings appropriately, distinguishing between personal accounts, joint holdings, trusts and other structures.

What training do our staff need to use Command Deck effectively?

Most staff find Command Deck intuitive enough to use after a brief orientation (typically one to two hours). FE fundinfo provides training during implementation and makes ongoing support available.

How does Command Deck handle historical data when we first implement?

Implementation includes importing historical data from your platforms and CRM, typically covering the past 12-24 months or longer – although not all platforms make historical data available. This historical information undergoes the same reconciliation and cleansing processes, providing immediate insight into trends from day one.