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Use Wealth Starter Analytics (Managed Package)
The Wealth Starter Analytics app helps financial advisors get started fast analyzing the success of your financial services business.
The app dashboard’s prebuilt visualizations provides actionable insights to help you deepen client relationships and increase assets under management (AUM). Align your actions with current client goals, engage new clients using the proper channels, and segment clients so you can provide personalized services to them.
- Open the app.
-
From the app picker
, select CRM
Analytics Studio to open the CRM Analytics home page.
- Under Browse in the left column, select All Items.
- Select the Apps tab, then click your app to open it. If you can’t immediately find it, consult your Salesforce administrator to find out the name they gave it when creating the app.
The app opens to its My Book of Business dashboard, which shows a wealth of data visualizations about your business interactions. Summary metrics include Total Assets, AUM, Held Away, and Wallet Share. Filter them by account, risk tolerance, investments objectives, and financial interests. The dashboard includes five views, each of them letting you dig deep into your business metrics.
- Accounts (shown). Toggle between accounts and holdings. View accounts by market category, segment, and status.
- Client Interactions. View activities and engagements by status and type as well as according to whether they’re completed or upcoming. Also see if interactions relate to onboarding, retention, or prospecting.
- My Pipeline. View the pipeline by stage and forecast category and see list of all opportunities. Also review forecast, win rate, and closed won business.
- Cases. View case status as well accounts with cases according to AUM and days since case creation.
- Marketing Programs. View campaigns sorted by value or size, type, and status. Also see list of campaign members and clients and prospects to campaigns.
