Avg AuM per Client [Wealth Management]
KPI Avg AuM per Client
Description Avg AuM per Client: Total AuM / Number of Clients
Calculation Total AuMDivided byClients
KPI Color
Variance Color
Format Currency
Positive Values #,##0
Negative Values (#,##0)
Other Wealth Management KPIs
- 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)
Other Packs
83 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
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▶ Specific to a Business Sector
▶ Specific to a Data Source
Custom Dashboard
- Define your own KPIs
- Pick-up the DataViz you prefer
