AuM Profitability

Select your preferred dashboard from our AuM Profitability templates:

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unfold fold Template
AuM & Income (NNM) AuM & Income (Flows)
Data Visualization AuM & Income (NNM) Data Visualization AuM & Income (Flows)
unfold fold Description
Portfolio Management: Get a good better understanding of the volumes you manage (AuM) and their related Profitability (Income & Return on Asset). The pack requires Income, AuM, Market Effect and Net New Money.
Portfolio Management: Get a better understanding of the volumes you manage (AuM) and their related Profitability (Income & Return on Asset). The pack requires Income, AuM, Market Effect, Inflow and Outflow.
unfold fold Required attributes
8 attributes 10 attributes
  • Month
  • Business Line
  • Relationship Manager
  • Client
  • Net New Money
  • Market Effect
  • AuM
  • Income
  • Month
  • Business Line
  • Relationship Manager
  • Client
  • Mandate
  • Inflows
  • Outflows
  • Market Effect
  • AuM
  • Income
unfold fold KPIs
16 KPIs 18 KPIs
unfold fold Dashboard pages
7 pages 8 pages
unfold fold More information
More info on
AuM & Income (NNM)
More info on
AuM & Income (Flows)
unfold fold Ready to start?
CreateAuM & Income (NNM)Dashboard CreateAuM & Income (Flows)Dashboard

CAL Balance

Select your preferred dashboard from our CAL Balance templates:

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unfold fold Template
AuM, Lending Stock (NNM, NNL) AuM, Lending Stock (Flows)
Data Visualization AuM, Lending Stock (NNM, NNL) Data Visualization AuM, Lending Stock (Flows)
unfold fold Description
Portfolio Management: Get a good better understanding of the volumes you manage (AuM & Lending Stock) The pack requires AuM, Market Effect, Net New Money, Lending Stock & Net New Lending.
Portfolio Management: Get a better understanding of the volumes you manage (AuM & Lending Stock). The pack requires AuM, Market Effect, Lending Stock, Inflow, Outflow.
unfold fold Required attributes
9 attributes 12 attributes
  • Month
  • Business Line
  • Relationship Manager
  • Client
  • Net New Money
  • Market Effect
  • AuM
  • Net New Lending
  • Lending Stock
  • Month
  • Business Line
  • Relationship Manager
  • Client
  • Mandate
  • Inflows
  • Outflows
  • Market Effect
  • AuM
  • Inflows (Lending)
  • Outflows (Lending)
  • Lending Stock
unfold fold KPIs
15 KPIs 19 KPIs
unfold fold Dashboard pages
7 pages 8 pages
unfold fold More information
More info on
AuM, Lending Stock (NNM, NNL)
More info on
AuM, Lending Stock (Flows)
unfold fold Ready to start?
CreateAuM, Lending Stock (NNM, NNL)Dashboard CreateAuM, Lending Stock (Flows)Dashboard

CAL Profitability

Select your preferred dashboard from our CAL Profitability templates:

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unfold fold Template
AuM, Lending Stock & Income (NNM, NNL) AuM, Lending Stock & Income (Flows)
Data Visualization AuM, Lending Stock & Income (NNM, NNL) Data Visualization AuM, Lending Stock & Income (Flows)
unfold fold Description
Portfolio Management: Get a good better understanding of the volumes you manage (AuM & Lending Stock) and their related Profitability (Income & Return on CAL). The pack requires Income, AuM, Market Effect, Net New Money, Lending Stock & Net New Lending.
Portfolio Management: Get a better understanding of the volumes you manage (AuM & Lending Stock) and their related Profitability (Income & Return on CAL). The pack requires Income, AuM, Market Effect, Lending Stock, Inflow, Outflow.
unfold fold Required attributes
10 attributes 13 attributes
  • Month
  • Business Line
  • Relationship Manager
  • Client
  • Net New Money
  • Market Effect
  • AuM
  • Net New Lending
  • Lending Stock
  • Income
  • Month
  • Business Line
  • Relationship Manager
  • Client
  • Mandate
  • Inflows
  • Outflows
  • Market Effect
  • AuM
  • Inflows (Lending)
  • Outflows (Lending)
  • Lending Stock
  • Income
unfold fold KPIs
19 KPIs 23 KPIs
unfold fold Dashboard pages
7 pages 8 pages
unfold fold More information
More info on
AuM, Lending Stock & Income (NNM, NNL)
More info on
AuM, Lending Stock & Income (Flows)
unfold fold Ready to start?
CreateAuM, Lending Stock & Income (NNM, NNL)Dashboard CreateAuM, Lending Stock & Income (Flows)Dashboard

AuM Balance

Select your preferred dashboard from our AuM Balance templates:

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unfold fold Template
AuM (NNM) AuM (Flows)
Data Visualization AuM (NNM) Data Visualization AuM (Flows)
unfold fold Description
Portfolio Management: Get a good better understanding of the volumes you manage (AuM). The pack requires Income, AuM, Market Effect and Net New Money.
Portfolio Management: Get a better understanding of the volumes you manage (AuM). The pack requires AuM, Market Effect, Inflow and Outflow.
unfold fold Required attributes
7 attributes 9 attributes
  • Month
  • Business Line
  • Relationship Manager
  • Client
  • Net New Money
  • Market Effect
  • AuM
  • Month
  • Business Line
  • Relationship Manager
  • Client
  • Mandate
  • Inflows
  • Outflows
  • Market Effect
  • AuM
unfold fold KPIs
12 KPIs 14 KPIs
unfold fold Dashboard pages
7 pages 8 pages
unfold fold More information
More info on
AuM (NNM)
More info on
AuM (Flows)
unfold fold Ready to start?
CreateAuM (NNM)Dashboard CreateAuM (Flows)Dashboard

Wealth

Select your preferred dashboard from our Wealth templates:

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unfold fold Template
Wealth Management
Data Visualization Wealth Management
unfold fold Description
Get a detailed understanding of your Wealth services: Asset Under Management (investment model, managers...), Clients (Flows, Avg AuM...), Profitability (Revenues, Expenses, Commissions...) and Clients P&L (Gains, TWR - Performance %...)
unfold fold Required attributes
17 attributes
  • Date
  • Manager
  • Client
  • Country Of Residence
  • Investment Model
  • Market Value
  • Accrued Interest
  • Management Fees
  • Flows
  • FX Gain
  • Price Gain
  • Fees
  • Fixed Fees
  • Variable Fees
  • Introducer Commissions
  • Manager Commissions
  • TWR
unfold fold KPIs
28 KPIs
unfold fold Dashboard pages
8 pages
unfold fold More information
More info on
Wealth Management
unfold fold Ready to start?
CreateWealth ManagementDashboard

Trading

Select your preferred dashboard from our Trading templates:

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unfold fold Template
Equity Sales
Data Visualization Equity Sales
unfold fold Description
Equity Sales: Get a better understanding of the volumes of trading and Clients that you manage (Trade Volume) and their Revenue (Revenue and Commission Rate).
unfold fold Required attributes
10 attributes
  • Date
  • Trading Desk
  • Sales Manager
  • Client
  • Sector
  • Equity Type
  • Nb of Transactions
  • Trade Amount
  • Commission Rate
  • Trade Revenue
unfold fold KPIs
8 KPIs
unfold fold Dashboard pages
5 pages
unfold fold More information
More info on
Equity Sales
unfold fold Ready to start?
CreateEquity SalesDashboard