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

 

Presentation

This dashboard page provides a complete overview of your Wealth Management services.

It is composed of seven sections:

  • AuM - Asset Under Management and Flows
  • Top Investment Models
  • Top Managers
  • Profitability
  • Clients
  • Top Clients
  • Clients P&L

 

AuM & Flows

This section gives you the performance of your Total AuM and Total Flows.

 

Top Investments Models

This section provides you detailed information on your Total AuM and Total Flows by Investment Model.

 

Top Manager

This section provides you detailed information on your Total AuM and Total Flows by Manager.

 

Profitability

This section presents your own profitability:

 

Clients

This section gives you the performance of your Clients and Avg AuM per Client.

 

Top Clients

This section provides for your top Clients based on Total AuM:

 

Clients P&L

This section presents your Clients Profit & Loss statement :

 

 

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

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

Other DataViz in "Wealth Management" Pack

Home

Wealth Management 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

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

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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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

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

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