Business dashboard template: WEALTH MANAGEMENT

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Providea workbookcontaining at least21 attributes

Geta ready-to-use,best-in-marketWEALTH MANAGEMENT dashboard

Wealth Management Home

Get a Home Page for your Wealth Management dashboard

Wealth Management Cockpit

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

Wealth Management Top KPIs Overview

Get a transverse view on your top 6 Wealth Management KPIs, split by the dimension of your choice

Wealth Management Top KPIs Evolution

Visualize how your Wealth Management KPIs are evolving (Month-to-Date, Year-to-Date)

21 required attributes

Report Date
Inception Date
Country Of Residence
Client
Manager
Custodian
Investment Model
Manager Office
Currency
Market Value
Accrued Interest
Management Fees
Flows
FX Gain
Price Gain
Fees
Fixed Fees
Variable Fees
Introducer Commissions
Manager Commissions
TWR

11 dashboard pages

Detailed presentation of the WEALTH MANAGEMENT dashboard

Your WEALTH MANAGEMENT dashboard will contain 29 KPIs

Total AuMTotal AUM
Total GainsTotal Gains
Total Management FeesTotal Management Fees
Total Operating ExpensesTotal Operating Expenses
Total Gross RevenueTotal Gross Revenue
Total Net RevenueTotal Net Revenue
Introducer Commissions % on Gross RevenueIntroducer Commissions % on Gross Revenue: Total Introducer Commissions / Total Gross Revenue
Introducer Commissions % on Net RevenueIntroducer Commissions % on Net Revenue: Total Introducer Commissions / Total Net Revenue
Total Introducer CommissionsTotal Introducer Commissions
Period Performance % (TWR)Period Performance % (TWR)
Total Manager CommissionsTotal Manager Commissions
ClientsTotal number of Clients (last period)
Net Revenue %Net Revenue % : Total Net Revenue / Total AUM
CustodiansTotal number of Custodians
Avg AuM per ClientAvg AuM per Client: Total AUM / Number of Clients
Total Fixed ExpensesTotal Fixed Expenses
Fixed Expenses %Fixed Expenses % : Fixed Expenses / Operating Expenses
Total Variable ExpensesTotal Variable Expenses
Variable Expenses %Variable Expenses % : Variable Expenses / Operating Expenses
Total FlowsTotal Flows
Total FeesTotal Fees
Total Investment GainsTotal Investment Gains
FX Gains %FX Gains % : FX Gains / Investment Gains
Total FX GainsTotal FX Gains
Total Price GainsTotal Price Gains
Price Gains %Price Gains % : Price Gains / Investment Gains
Weighted Avg Management Fees %Weighted Avg Management Fees: Total Management Fees / Total AUM (over period)
Total Accrued InterestsTotal Accrued Interests
Clients (over period)Total number of Clients over period

and 11 dashboard pages

Home

Wealth Management Home

Get a Home Page for your Wealth Management dashboard

Cockpit

Wealth Management Cockpit

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

Wealth Management Top KPIs Overview

Get a transverse view on your top 6 Wealth Management KPIs, split by the dimension of your choice

Wealth Management Top KPIs Evolution

Visualize how your Wealth Management KPIs are evolving (Month-to-Date, Year-to-Date)

Wealth Management Performance Cockpit

Visualize the performance on your top 4 Wealth Management KPIs, how this performance evolves over time and who contributes to this performance

Behavioral Analytics

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

Wealth Management Dimension Performance

Instant overview of your Wealth Management top 4 KPIs split by the dimension you selected.

GeoAnalytics

Wealth Management Country Analysis

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

Trends Analytics

Wealth Management Trends Analysis

Visualize the evolution of any of your Wealth Management KPIs: Trends, Performance & Year over Year

Distribution Analytics

Wealth Management Segmentation Analysis

Visualize the value of any of your Wealth Management KPIs, split by the dimension you selected (market share analysis)

Wealth Management Pareto Analysis

Perform a Pareto Analysis on any of your Wealth Management KPIs: the 80/20 rule.

Creating your WEALTH MANAGEMENT dashboard Step-by-Step

You want to get a clear understanding on your Wealth Management results? You want to build a Tableau dashboard to better understand your Wealth Management data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Wealth Management data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Wealth Management data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

Report Date Report Date (Date used for time-series analysis)
Inception Date Inception Date
Country Of Residence Country of Residence
Client Name of the Client
Manager Name of the Manager
Custodian Name of the Custodian
Investment Model Conservative, Growth, Moderate...
Manager Office Manager City Office
Currency Investment currency
Market Value Asset Under Management
Accrued Interest Accrued Interest
Management Fees Management Fees Amount
Flows Flows
FX Gain FX Gain
Price Gain Price Gain
Fees Fees
Fixed Fees Fixed Fees
Variable Fees Variable Fees
Introducer Commissions Introducer Commissions
Manager Commissions Manager Commissions
TWR Time-Weighted Return

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Wealth Management' and upload your Tableau workbook (note: your data is NOT uploaded).