What is included.
The platform has three layers. One is shared by every association on it. One is a set of capabilities you turn on if your members need them. The third is your industry's data — the sources your members file and the measures your sector is actually judged on. That layer is built once per industry, and it is why this is a license rather than a custom build.
Platform architecture
Layer 01
The platform. Shared by every association.
Already built. Included in every license.
Member portalA browser-based analytics interface carrying your brand, your domain, and your language.
Authentication integrates with the membership system you already operate — SSO through your AMS or identity provider, or a token exchange against your member roster where SSO is not available. Membership status drives access, so a lapsed member loses the portal the same day they lapse.
Report generationReport generation produces a paginated, print-ready PDF under your brand: a cover, a summary page, chart panels for each tracked metric across time, and the underlying quarterly value tables behind them.
Members choose their own organization, their cohort, and the period. The same content is available on screen and as a data export.
Scheduled deliveryReports can be generated and emailed on a recurring cadence tied to the reporting calendar, so they land ahead of board and committee meetings without anyone requesting them.
Delivery lists are drawn from your membership records and respect the same access rules as the portal.
Engagement analyticsAn administrative view for your staff: which members signed in, which reports they generated, which cohorts they compared against, and how that changes across the year.
This is the evidence a board asks for at renewal, and it exports in standard formats along with the rest of your data.
Cohort engineCohorts are constructed from defined attributes, and a member can move between them rather than being locked to one.
Every cohort enforces a minimum member count so no single organization can be reverse-engineered out of an average.
Configuration and operationsYour branding, domain, access rules, cohort selection and delivery schedules are configuration, not development.
Hosting, monitoring, upgrades and support run continuously and are included.
Layer 01The platform. Shared by every association.Already built. Included in every license.
Member portalA browser-based analytics interface carrying your brand, your domain, and your language.
Authentication integrates with the membership system you already operate — SSO through your AMS or identity provider, or a token exchange against your member roster where SSO is not available. Membership status drives access, so a lapsed member loses the portal the same day they lapse.
Report generationReport generation produces a paginated, print-ready PDF under your brand: a cover, a summary page, chart panels for each tracked metric across time, and the underlying quarterly value tables behind them.
Members choose their own organization, their cohort, and the period. The same content is available on screen and as a data export.
Scheduled deliveryReports can be generated and emailed on a recurring cadence tied to the reporting calendar, so they land ahead of board and committee meetings without anyone requesting them.
Delivery lists are drawn from your membership records and respect the same access rules as the portal.
Engagement analyticsAn administrative view for your staff: which members signed in, which reports they generated, which cohorts they compared against, and how that changes across the year.
This is the evidence a board asks for at renewal, and it exports in standard formats along with the rest of your data.
Cohort engineCohorts are constructed from defined attributes, and a member can move between them rather than being locked to one.
Every cohort enforces a minimum member count so no single organization can be reverse-engineered out of an average.
Configuration and operationsYour branding, domain, access rules, cohort selection and delivery schedules are configuration, not development.
Hosting, monitoring, upgrades and support run continuously and are included.
Layer 02Capabilities you select.Licensed per engagement. Add them when your members need them.
Not every association needs all of these, and you should not pay for the ones you don't. They can be added at renewal rather than committed to up front.
Metrics builderDefine and save measures beyond the library that ships with your industry's data layer.
They answer questions specific to how your members operate.
Custom report builderAssemble report templates beyond the standard set.
Use them for committee packs, regional summaries, or a format your members already expect.
Member-defined cohortsLet members save their own comparison groups rather than only using the cohorts your organization defines.
Those groups remain within the same minimum-size rules.
Data export and integrationProvide structured export and programmatic access for members.
They can pull their own figures into the tools they already use.
Layer 03Your industry's data layer.Built once per industry. Reused by every association after.
Industry data ingestionWe ingest the standardized datasets your members already produce — regulatory filings, statutory returns, claims and safety submissions.
The recurring surveys your organization runs itself are also a workable source. The data does not have to be public, or filed with a regulator. An annual member survey your organization already runs, with consistent questions and reasonable response rates, is a workable foundation. What matters is that it is structured and it repeats.
Each source is parsed on its own schedule, mapped to a stable internal schema, and version-stamped by reporting period, so a figure published last quarter still reads the same way a year later.
Corrections and restatements are carried through rather than overwritten, because members notice when a number they cited moves without explanation.
Measure definitionsThe ratios, rates and indicators your sector is actually judged on are defined once and validated against the authoritative source where one exists.
This is what makes the numbers defensible rather than merely calculated.
Cohort definitionsWhich attributes make a comparison meaningful in your industry — size band, organization type, region, business mix — is decided with you.
Those definitions ship as your defaults.
When the platform needs to fit your industry.
The base platform handles what is common across industries — ingesting standardized filings, building defensible peer cohorts, generating branded reports on a schedule. What differs is your industry's data and the questions your members actually ask of it. Configuration covers most of that. Where it does not, we build.
Included in the license
- Your branding, terminology, and report layouts
- Peer cohort definitions specific to how your industry compares itself
- Which datasets and metrics appear, and to whom
- Member segmentation and delivery schedules
- Access rules mapped to your membership tiers
Scoped separately
- A dataset no association on the platform has ingested before
- Integration with systems your organization already runs
- Analysis modules specific to how your industry is regulated
- Member-facing workflows unique to your field
Extensions follow the same terms
Anything we build for you is built into the platform under the same ownership terms as the rest of it. Two practical consequences: you are never maintaining a fork of your own, and improvements built for other associations arrive in your instance without a project. Your configuration, your branding and your data remain yours throughout.
Where a capability is genuinely competitive for your organization, a defined period of exclusivity can be negotiated.
Premium modules.
Beyond what every member receives as part of membership, the platform supports optional paid modules — deeper organization-specific analysis, assisted querying over the dataset, and forward-looking modeling of regulatory or market change. These are categories, not a catalogue; what is appropriate differs by industry.
Nothing is offered to your members without your approval, in writing, module by module. You set what may be marketed, through which channels, and in what language. You can withdraw approval for a module at renewal or earlier if it is not serving your members.
Where a module is sold, revenue is shared with your organization on terms fixed in the license agreement rather than negotiated per sale. Premium modules never reduce or gate what members already get for free — the base platform is defined in the agreement and does not shrink to make room for paid tiers.