Finance (Bank, Wealth, FO...)

AuM Balance

Template	AuM (NNM)	AuM (Flows)
Description
	Get a good better understanding of the volumes you manage (AuM). The pack requires Income, AuM, Market Effect and Net New Money.	Get a better understanding of the volumes you manage (AuM). The pack requires AuM, Market Effect, Inflow and Outflow.
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
KPIs	11 KPIs	13 KPIs
	Total AuM NNM (Net New Money) Total Market Effect Nb of Clients Nb of New Clients AuM per Client AuM per RM Nb of RMs NNM per Client NNM per RM Accounts per Client	Total AuM Total Inflows Total Outflows NNM (Net New Money) Total Market Effect Nb of Clients Nb of New Clients AuM per Client AuM per RM Nb of RMs NNM per Client NNM per RM Accounts per Client
Dashboard pages	6 pages	7 pages
	AuM (NNM) Home Cockpit - AuM Breakdown: AuM Client Base AuM (NNM) Adhoc Analysis AuM (NNM) KPI Performance	AuM (Flows) Home Cockpit - AuM Breakdown: AuM Inflows / Outflows (AuM) Client Base AuM (Flows) Adhoc Analysis AuM (Flows) KPI Performance
More information
	More info on AuM (NNM)	More info on AuM (Flows)
Ready to start?
	CreateAuM (NNM)Dashboard	CreateAuM (Flows)Dashboard

AuM Profitability

Template	AuM & Income (NNM)	AuM & Income (Flows)
Description
	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.	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.
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
KPIs	15 KPIs	17 KPIs
	Total AuM NNM (Net New Money) Total Market Effect Total Income RoA % Nb of Clients Nb of New Clients AuM per Client Income per Account AuM per RM Nb of RMs Income per RM NNM per Client NNM per RM Accounts per Client	Total AuM Total Inflows Total Outflows NNM (Net New Money) Total Market Effect Total Income RoA % Nb of Clients Nb of New Clients AuM per Client Income per Account AuM per RM Nb of RMs Income per RM NNM per Client NNM per RM Accounts per Client
Dashboard pages	6 pages	7 pages
	AuM & Income (NNM) Home Cockpit - AuM & Income Breakdown: AuM, Income & RoA Client Base AuM & Income (NNM) Adhoc Analysis AuM & Income (NNM) KPI Performance	AuM & Income (Flows) Home Cockpit - AuM & Income Breakdown: AuM, Income & RoA Inflows / Outflows (AuM) Client Base AuM & Income (Flows) Adhoc Analysis AuM & Income (Flows) KPI Performance
More information
	More info on AuM & Income (NNM)	More info on AuM & Income (Flows)
Ready to start?
	CreateAuM & Income (NNM)Dashboard	CreateAuM & Income (Flows)Dashboard

CAL Balance

Template	AuM, Lending Stock (NNM, NNL)	AuM, Lending Stock (Flows)
Description
	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.	Get a better understanding of the volumes you manage (AuM & Lending Stock). The pack requires AuM, Market Effect, Lending Stock, Inflow, Outflow.
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
KPIs	14 KPIs	18 KPIs
	Total AuM NNM (Net New Money) Total Market Effect Total Lending Stock NNL (Net New Lending) Total CAL Nb of Clients Nb of New Clients AuM per Client AuM per RM Nb of RMs NNM per Client NNM per RM Accounts per Client	Total AuM Total Inflows Total Outflows NNM (Net New Money) Total Market Effect Total Lending Stock Total Inflows (Lending) Total Outflows (Lending) NNL (Net New Lending) Total CAL Nb of Clients Nb of New Clients AuM per Client AuM per RM Nb of RMs NNM per Client NNM per RM Accounts per Client
Dashboard pages	6 pages	7 pages
	AuM, Lending Stock (NNM, NNL) Home Cockpit - AuM, Lending Stock Breakdown: AuM, Lending Stock Client Base AuM, Lending Stock (NNM, NNL) Adhoc Analysis AuM, Lending Stock (NNM, NNL) KPI Performance	AuM, Lending Stock (Flows) Home Cockpit - AuM, Lending Stock Breakdown: AuM, Lending Stock Inflows / Outflows (AuM) Client Base AuM, Lending Stock (Flows) Adhoc Analysis AuM, Lending Stock (Flows) KPI Performance
More information
	More info on AuM, Lending Stock (NNM, NNL)	More info on AuM, Lending Stock (Flows)
Ready to start?
	CreateAuM, Lending Stock (NNM, NNL)Dashboard	CreateAuM, Lending Stock (Flows)Dashboard

CAL Profitability

Template	AuM, Lending Stock & Income (NNM, NNL)	AuM, Lending Stock & Income (Flows)
Description
	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.	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.
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
KPIs	18 KPIs	22 KPIs
	Total AuM NNM (Net New Money) Total Market Effect Total Lending Stock NNL (Net New Lending) Total CAL Total Income Return on CAL % Nb of Clients Nb of New Clients AuM per Client Income per Account AuM per RM Nb of RMs Income per RM NNM per Client NNM per RM Accounts per Client	Total AuM Total Inflows Total Outflows NNM (Net New Money) Total Market Effect Total Lending Stock Total Inflows (Lending) Total Outflows (Lending) NNL (Net New Lending) Total CAL Total Income Return on CAL % Nb of Clients Nb of New Clients AuM per Client Income per Account AuM per RM Nb of RMs Income per RM NNM per Client NNM per RM Accounts per Client
Dashboard pages	6 pages	7 pages
	AuM, Lending Stock & Income (NNM, NNL) Home Cockpit - AuM, Lending Stock & Income Breakdown: AuM, Lending Stock & Income Client Base AuM, Lending Stock & Income (NNM, NNL) Adhoc Analysis AuM, Lending Stock & Income (NNM, NNL) KPI Performance	AuM, Lending Stock & Income (Flows) Home Cockpit - AuM, Lending Stock & Income Breakdown: AuM, Lending Stock & Income Inflows / Outflows (AuM) Client Base AuM, Lending Stock & Income (Flows) Adhoc Analysis AuM, Lending Stock & Income (Flows) KPI Performance
More information
	More info on AuM, Lending Stock & Income (NNM, NNL)	More info on AuM, Lending Stock & Income (Flows)
Ready to start?
	CreateAuM, Lending Stock & Income (NNM, NNL)Dashboard	CreateAuM, Lending Stock & Income (Flows)Dashboard

Wealth

Template	Wealth Management
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 %...)
Required attributes	20 attributes
	Date Manager Office Manager Client Country Of Residence Investment Model Custodian Currency Market Value Accrued Interest Management Fees Flows FX Gain Price Gain Fees Fixed Fees Variable Fees Introducer Commissions Manager Commissions TWR
KPIs	28 KPIs
	Total AuM Total Gains Total Management Fees Total Operating Expenses Total Gross Revenue Total Net Revenue Introducer Commissions % on Gross Revenue Introducer Commissions % on Net Revenue Total Introducer Commissions Period Performance % (TWR) Total Manager Commissions Clients Net Revenue % Avg AuM per Client Total Fixed Expenses Fixed Expenses % Total Variable Expenses Variable Expenses % Total Flows Total Fees Total Investment Gains FX Gains % Total FX Gains Total Price Gains Price Gains % Weighted Avg Management Fees % Total Accrued Interests Clients (over period)
Dashboard pages	10 pages
	Wealth Management Home Wealth Management Cockpit Wealth Management Top KPIs Breakdown Wealth Management Top KPIs Trends Wealth Management Performance Cockpit Client Base Wealth Management Top Contributors Wealth Management Adhoc Analysis Wealth Management KPI Performance Wealth Management Country Analysis
More information
	More info on Wealth Management
Ready to start?
	CreateWealth ManagementDashboard