dashboard page template for tableau on Finance (Bank, Wealth, FO...) Wealth Wealth Management Client Base data visualization dataviz

 

Presentation

This dashboard page shows relevant information on your Client base.

It is composed of three main sections:

  • Composition of your Client base
  • Client acquisition
  • Lost Clients

 

Composition of your Client base

This DataViz shows how your client base is composed.

There is one line per bucket of Client AuM. For each line your can see:

 

Client acquisition

This DataViz shows how efficient you are at acquiring Total Introducer Commissions and how much Total Flows you have from them.

 

Lost Clients

This DataViz shows how many Clients left and how much Total Flows you lost from them.

 

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 Wealth Management dashboard, you will be able to filter on:

  • Investment ModelConservative, Growth, Moderate...
  • ManagerName of the Manager
  • Country Of ResidenceCountry of Residence

Other DataViz in "Wealth Management" Pack

Home

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Get a Home Page for your Wealth Management dashboard

Cockpit

Wealth Management Cockpit

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Get instant overview of your wealth management KPIs: AuM, Revenue, Expense, P&L...

Portfolio Management

Breakdown: AuM

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Get instant overview of your banking KPIs: AuM, Net New Money, Market Effect

Client Base

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Better understand the composition of your client base (including New and Lost Clients): Customer Acquisition, Customer Churn

Client Portfolio: AuM

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Get a detailed status of your client portfolio: AuM, Net New Money, Market Effect

Behavioral Analytics

Wealth Management Adhoc Analysis

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Perform simple ad-hoc analysis on your Wealth Management data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Wealth Management KPI Performance

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Visualize the overall performance of any of your Wealth Management KPIs: what is the performance, how does this performance evolve, who contributes to this performance

GeoAnalytics

Wealth Management Country Analysis

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Visualize the performance of any of your Wealth Management KPIs, at Country level

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