Templates > Finance (Bank, Wealth, FO...) > CAL Profitability > AuM, Lending Stock & Income (Flows) > Client Portfolio: AuM, Lending Stock & Income

Presentation

This dashboard page shows your client portfolio.

It is composed of two main sections:

• Client Portfolio
• Client Portfolio detail

Client Portfolio

In this section, you can visualize all your client portfolios:

• Client
• Relationship Manager
• Business Line
• Asset Under Management
  • Total AuM
    • Total AuM
    • Growth vs 31-dec Previous Year
  • YTD NNM (Net New Money)
  • YTD Total Market Effect
• Lending Stock
  • Total Lending Stock
  • YTD NNL (Net New Lending)
• Revenue
  • YTD Total Income
  • Return on CAL %

Client Portfolio Detail

In this section, you can visualize the detail for a given Client (to be selected in the drop down list).

You have the same information as in the previous section, with the addition of last 12 months evolution of

• Asset under Management
  • Total AuM
  • NNM (Net New Money)
  • Total Market Effect
• Lending Stock
  • Total Lending Stock
  • NNL (Net New Lending)
• Revenue
  • Total Income

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

• Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
• Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
• Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
• Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
• Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

Filter your data

This data visualization comes with four top filters:

In your AuM, Lending Stock & Income (Flows) dashboard, you will be able to filter on: