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

 

Presentation

Get a Home Page for your Wealth Management Dashboard.

Customize it to fit to your Corporate identity!

 

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

Other DataViz in "Wealth Management" Pack

Home

Wealth Management Home

Wealth Management Home
Wealth Management Home Wealth Management Home
Get a Home Page for your Wealth Management dashboard

Cockpit

Wealth Management Cockpit

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

Portfolio Management

Breakdown: AuM

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

Client Base

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

Client Portfolio: AuM

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

Behavioral Analytics

Wealth Management Adhoc Analysis

Wealth Management Adhoc Analysis
Wealth Management Adhoc Analysis Wealth Management Adhoc Analysis
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

Wealth Management KPI Performance
Wealth Management KPI Performance Wealth Management KPI Performance
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

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

Other Dashboard Templates