Business dashboard template: WEALTH MANAGEMENT

dashboard template for tableau on Finance (Bank, Wealth, FO...) Wealth Wealth Management cockpit

Providea workbookcontaining at least17 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...

Breakdown: AuM

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

Client Base

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

17 required attributes

Date
Manager
Client
Country Of Residence
Investment Model
Market Value
Accrued Interest
Management Fees
Flows
FX Gain
Price Gain
Fees
Fixed Fees
Variable Fees
Introducer Commissions
Manager Commissions
TWR
...add your own attributes!

8 dashboard pages

Required Attributes

To get your Wealth Management dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

Date Date (Date used for time-series analysis)
Manager Name of the Manager
Client Name of the Client
Country Of Residence Country of Residence
Investment Model Conservative, Growth, Moderate...
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

KPIs

Your Wealth Management dashboard will contain 28 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
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

Dashboard Pages & Data Visualizations

Your Wealth Management dashboard will contain 8 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...

Portfolio Management

Breakdown: AuM

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

Client Base

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

Client Portfolio: AuM

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

Behavioral Analytics

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

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

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

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!

Wealth Management dashboard Live Demo

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):

Date Date (Date used for time-series analysis)
Manager Name of the Manager
Client Name of the Client
Country Of Residence Country of Residence
Investment Model Conservative, Growth, Moderate...
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).

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