
Date
Manager Office
Manager
Client
Country Of Residence
Investment Model
Custodian
Currency
Market Value
Accrued Interest
Management Fees
Flows
FX Gain
Price Gain
Fees
Fixed Fees
Variable Fees
Introducer Commissions
Manager Commissions
TWR
- Total AuM
- Total Gains
- Total Management Fees
- Total Operating Expenses
- Total Gross Revenue
- Total Net Revenue
- Introducer Commissions % on Gross Revenue
- Introducer Commissions % on Net Revenue
- Total Introducer Commissions
- Period Performance % (TWR)
- Total Manager Commissions
- Clients
- Net Revenue %
- Avg AuM per Client
- Total Fixed Expenses
- Fixed Expenses %
- Total Variable Expenses
- Variable Expenses %
- Total Flows
- Total Fees
- Total Investment Gains
- FX Gains %
- Total FX Gains
- Total Price Gains
- Price Gains %
- Weighted Avg Management Fees %
- Total Accrued Interests
- Clients (over period)
Detailed presentation of the WEALTH MANAGEMENT dashboard
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
and 8 dashboard pages
Home
Cockpit
Portfolio Management
Breakdown: AuM
Behavioral Analytics
Wealth Management Adhoc Analysis
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):
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).
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your Wealth Management dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Wealth Management dashboard is now ready to be used or customized!