Presentation
Get a Home Page for your AuM, Lending Stock (Flows) Dashboard.
Customize it to fit to your Corporate identity!
In your AuM, Lending Stock (Flows) dashboard, you will be able to analyze the following KPIs:
- Total AuM Total Asset Under Management
- Total Inflows Total Inflows - incoming money
- Total Outflows Total Outflows - outgoing money
- NNM (Net New Money) Amount of fresh assets: Delta between Inflows and Outflows
- Total Market Effect Sum of Market Effect
- Total Lending Stock Total Lending Stock
- Total Inflows (Lending) Total Inflows - incoming money
- Total Outflows (Lending) Total Outflows - outgoing money
- NNL (Net New Lending) Total Net New Money
- Total CAL Client Asset and Liabilities (also known as Product under Management): AuM + Lending Stock
- Nb of Clients Number of distinct clients
- Lost Clients Total number of lost clients
- New Clients Total number of new clients
- AuM per Client Total AuM / Nb of Clients (expressed in currency)
- AuM per RM Total AuM / Nb of RMs (expressed in currency)
- Nb of RMs Number of distinct relationship managers
- NNM per Client Total Net New Money / Nb of Clients (expressed in currency)
- NNM per RM Total Net New Money / Nb of RMs (expressed in currency)
- Accounts per Client Average number of clients by RM
- (+ any KPI you want to add to your AuM, Lending Stock (Flows) dashboard)
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