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            Use the My Households Dashboard (Managed Package)

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            Use the My Households Dashboard (Managed Package)

            Identify households for appropriate action based on portfolio value. Start by viewing households by their wallet share and the length of time they’ve worked with you. Dig deeper to view households sorted by their AUM category and size. Not all metrics from accounts roll up to the household level, so the dashboard shows separate pages for top households and demographics.

            Note
            Note For metrics definitions for this and other Analytics for Wealth Management dashboards, see the Analytics for Wealth Management Dashboard Glossary (Managed Package). The glossary also defines the contents and use of global filters that appear along the top of dashboards, most of which appear in multiple dashboards.
            The My Households dashboard

            Who Are My Top Households? Page

            The dashboard opens to this page, which organizes households based on their wallet share and length of relationship with the company. The visualization helps you prioritize who receives your attention. Select Top 50, Top 100, or All to view clients in those categories. Click a bubble in the chart to see details about the client in the following table.

            What Household Demographics Do I Serve? Page

            Profiles your households according to their AUM and size. Click a bar to view details about households with that profile in the following table.

             
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