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Wealth Management Insights Dashboards

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Wealth Management Insights Dashboards

Gain comprehensive, role-specific data insights across clients, assets under management, interactions, and household relationships with the Wealth Management dashboards. Monitor client acquisition and engagement, analyze book of business performance, and track team activity across accounts and households. Empower financial advisors and wealth managers to make informed decisions and effectively manage their client portfolios.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services Add-on License.
  • Client Acquisition Dashboard
    Help financial advisors manage their lead pipeline. Show stalled leads needing immediate action, identify high-opportunity lead and referral sources, visualize the lead funnel, track conversion rates by product/time/touches, and show pipeline trends over time.
  • Client Interactions Dashboard
    Understand how you're spending your time and ensure that no client falls through the cracks. Identify neglected clients by AUM, days since last contact, and overdue tasks, and break down your activity by type and time period to optimize your focus. Track the outcomes of your efforts across AUM, deposits, and wallet share to connect your daily activity to measurable client value.
  • My Book of Business Dashboard
    Get a complete view of your book of business with a summary overview that compares performance across month, quarter, and year. Analyze your product portfolio mix and monitor net inflows and outflows to understand how your clients' assets are moving. Track commission and fee earnings to measure the financial impact of your advisory work and identify opportunities for growth.
  • Team Book of Business Dashboard
    Monitor your team's book of business performance and advisor productivity across your wealth management practice. Evaluate advisor rankings by AUM (Account Under Management) and new AUM, analyze regional performance trends, and uncover connections between team activity and business outcomes. Compare peer performance and identify coaching opportunities to drive consistent growth across your team.
  • My Clients Dashboard
    Prioritize your client relationships by identifying clients at risk of attrition due to withdrawn funds, market losses, or open cases. Analyze your top clients by wallet share and relationship tenure, and explore client demographics by net worth and geography to focus your outreach effectively. Track goal progress across your book to ensure every client stays on course and receives the attention they need.
  • My Households Dashboard
    Manage your client relationships at the household level to gain a complete picture of each family's financial engagement with your practice. Identify your top households by wallet share and relationship tenure to prioritize your highest-value connections. Explore household demographics by AUM (Account Under Management) category and size to better understand your book and uncover opportunities for deeper engagement.
 
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