Period Performance % (TWR) [Wealth Management]
KPI Period Performance % (TWR)
Description Period Performance % (TWR)
Calculation Sum of[TWR]
KPI Color
Variance Color
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
- Total Manager Commissions
Other Packs
74 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
.svg?0661)
.svg?0399)
.svg?0428)
▶ Specific to a Business Sector
▶ Specific to a Data Source
▶ TRIAL Templates
Custom Dashboard
- Define your own KPIs
- Pick-up the DataViz you prefer
