Wealth Management | Tableau Exchange

Wealth Management

by Tableau


The Tableau Accelerator for Wealth Management gives you a jumpstart to getting data-driven insights into your assets under management (AUM).

Wealth managers can use this Accelerator to get a holistic view of front-office activities for your wealth management organization.

You’ll get:

  • Wealth organization (internal) point of view: AuM, Flows, Revenue
  • Client (external) point of view: Gains, Performance

Assets under Management (AuM) is the total market value of the investments that a bank (or financial entity) manages on behalf of clients.

Answer key business questions

  • How is AuM evolving compared to the previous period?
  • Are we more profitable than the previous period?
  • How is AuM evolving by investment model?
  • Who are our top clients in terms of AuM, and how are they performing?
  • Who are our top managers?
  • How are our clients’ gains trending?

Monitor and improve KPIs

  • Total AuM
  • Total Gains
  • Total Management Fees
  • Total Operating Expenses
  • Total Gross Revenue
  • Total Introducer Commissions
  • Period Performance % (TWR)
  • Total Manager Commissions
  • Total Net Revenue
  • Clients
  • Clients (over period)
  • Total Fixed Expenses
  • Total Variable Expenses
  • Total Flows
  • Total Fees
  • Total Investment Gains
  • Total FX Gains
  • Total Price Gains
  • Total Accrued Interests
  • Introducer Commissions % on Gross Revenue
  • Introducer Commissions % on Net Revenue
  • Net Revenue %
  • Avg AuM per Client
  • Fixed Expenses %
  • Variable Expenses %
  • FX Gains %
  • Price Gains %
  • Weighted Avg Management Fees %

Required attributes

  • Date (date)
  • Investment Model (string)
  • Manager (string)
  • Client (string)
  • Country Of Residence (string)
  • Market Value (numeric)
  • Accrued Interest (numeric)
  • Management Fees (numeric)
  • Flows (numeric)
  • FX Gain (numeric)
  • Price Gain (numeric)
  • Fees (numeric)
  • Fixed Fees (numeric)
  • Variable Fees (numeric)
  • Introducer Commissions (numeric)
  • Manager Commissions (numeric)
  • TWR (numeric)

Tech Specifications

Supported Layouts

Security and Legal