![](/_next/image?url=https%3A%2F%2Fgalleryapi.tableau.com%2Fproductfiles%2F820%2FHeart%20%26%20Word%20Stacked%20Logo.png&w=256&q=75)
Client-facing Wealth Management Analytics
by Lovelytics
Description
The Accelerator for Wealth Management Analytics provides insight into investment performance across regions, allocations, sectors, holdings, and time. Lovelytics created this Accelerator to be embedded in a client-facing wealth management portal so clients can easily monitor their net worth, investment risk-to-return metrics, holdings, and other key metrics. Clients can also use the Investment Comparison tool to compare two mutual funds and gain insight into allocations, top mutual fund holdings, and return and risk differences.
Click here to download the data source as a .CSV.
Lovelytics is a data and analytics consultancy. We partner with people, teams, and organizations to deliver services and build solutions that drive outcomes while promoting self-sufficiency through hands-on enablement. Connect with Lovelytics to learn more about the customer needs and successes that inspired this Accelerator.
Answer Key Business Questions
- What is my overall portfolio value, and how has the value changed over time?
- How is my portfolio distributed by region, allocation, and sector?
- What specific holdings do I have?
- How have my mutual funds performed over time?
- How do return and risk characteristics differ between two mutual funds?
- What is the allocation for a mutual fund, and what are the top holdings?
Monitor and Improve KPIs
- Net Worth
- Portfolio Value
- Rate of Return
- Expense Ratio
- Dividend Yield
Required Data Attributes
- Allocations (string)
- Category (string)
- Date (date)
- Holidays (string)
- Portfolio (string)
- Regions (string)
- Sector (string)
- Ticker (string)
- Year (string)
- 3-Yr Dividend Growth (numeric)
- 5-Yr Dividend Growth (numeric)
- Dividend CAGR (numeric)
- Dividend Yield (numeric)
- Expense Ratio (numeric)
- Market Beta (numeric)
- Portfolio Value (numeric)
- Price (numeric)
- Return (numeric)
- Row Count (numeric)
- Sharpe Ratio (numeric)
- Standard Deviation (numeric)
Features
Resources
Download and start your free trial of Tableau today.
Try Tableau NowRelated Listings
Salesforce Data Cloud - Agent Operational Efficiency
by TableauGridPulse – am Puls des Energieverbrauchs
by SlalomGridPulse - Optimize the Heartbeat of Energy Consumption
by SlalomMerchant Analytics - Payment Provider
by USEReadyMerchant Analytics
by USEReadyBudget Controlling
by TableauCall Center
by TableauInsurance Claims
by TableauFraudulent Claims
by TableauRisk Register
by TableauTrading
by TableauClient Assets, Liabilities & Profitability
by TableauBank Income Statement
by TableauAuM - Assets under Management
by TableauAssets under Management & Profitability
by TableauClient Assets & Liabilities
by TableauBanking Loans
by TableauBroker Portfolio Analytics
by The Information LabPortfolio Performance for Wealth Managers
by The Information LabAceleración de Ventas
by EnnubeNext Best Offer: Retail Banking
by KeyrusInvestment Portfolio Performance
by LovelyticsSales Acceleration
by EnnubeTableau Cloud Migration Scope Evaluator
by USEReadySalesforce Data Cloud Service Accelerator
by AtriumEmission Insights
by DevoteamProject Pipeline Planning
by MoyoBudget Allocation - Arabic
by BeinexClimate Change Portfolio Risk
by USEReadyFinancial Advisor Outreach Performance
by USEReadyInsurance Underwriter Scorecard
by CoEnterprise운용자산 + 주식대차거래 + 수익 대시보드 - 한국어
by Tableau운용자산 + 주식대차거래 대시보드 - 한국어
by Tableau운용자산 + 수익 대시보드 - 한국어
by Tableau운용자산 대시보드 - 한국어
by TableauInsurance Underwriter Performance
by The Information Lab
More by Lovelytics
HR Diversity Scorecard
by Lovelytics
Get insights into the diversity of your organization—and employee satisfaction by cohort.
Investment Portfolio Performance
by Lovelytics
Insights into the financial performance of the companies in your investment portfolio
Health Data Interoperability Brickbuilder
by Lovelytics
Trends in care across your facilities and patient population
Gaming Analytics
by Lovelytics
Investigate your gaming data against goals and KPIs
Hotel Revenue Performance
by Lovelytics
Quickly setup, monitor, and analyze common metrics for hotel performance
Product Sales Performance with Shopify
by Lovelytics
Analyze your product performance and customer behavior with Shopify data
InstantAnalytics for Marketing
by Lovelytics
Insights into marketing content performance and ROI