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Presentation

Perform a Pareto Analysis on any of your Wealth Management KPIs.

The Pareto Principle (also known as the 80/20 rule) the idea that by doing 20% of the work you can generate 80% of the benefit of doing the entire job.

You can dynamically select the KPI and the Dimension for your Pareto Analysis (see "Select KPI" and "Select Dimension" sections).

 

Select KPI

'Select KPI' selector allows you to easily switch from one KPI to another, so you can analyze your data from any point of view.

The list of available KPIs is defined during the configuration of your dashboard in LinPack.

In your Wealth Management dashboard, you will be able to select the following KPIs:

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Wealth Management dashboard, you will be able to select the following dimensions:

  • Report DateReport Date
  • Inception DateInception Date
  • Country Of ResidenceCountry of Residence
  • ClientName of the Client
  • ManagerName of the Manager
  • CustodianName of the Custodian
  • Investment ModelConservative, Growth, Moderate...
  • Manager OfficeManager City Office
  • CurrencyInvestment currency

 

Filter on Date

This data visualization comes with a filter on the Date value. This feature enables you to focus on the period you are interested in.

You can filter dates at multiple levels: Day, Week, Month, Quarter or Year.

 

Filter your data

This data visualization comes with four top filters:

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

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

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