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Wealth Management | Tableau Accelerator

By The Information Lab

Analyze Client Portfolio Performance for Wealth Managers and Advisors.

No Ratings
Free  

Never requires payment

Industries
Financial Services
Business Need
Analytics
Dashboards & Reports
Data Visualization
Requires
Tableau
Compatible With
Tableau
Tableau Server
Tableau Cloud

Enhance your wealth management and advisory expertise with this dynamic accelerator. Managers gain invaluable insights into their client pipeline, while Advisors get a snapshot of their current client portfolio and assets under management.

Highlights

This accelerator provides valuable insights into individual advisor performance and high-value client trends, helping wealth managers make informed decisions.

Advisors can quickly assess their client portfolio, identify at-risk high-value clients, and ensure proper onboarding of clients and assets for effective wealth management.

Seamlessly integrate this tool into your wealth management business, enabling you to personalize it for your unique needs or collaborate with experts from The Information Lab.

Provider Details

The Information Lab
London, UK

At The Information Lab we dedicate ourselves to helping people make sense of data using Tableau and Alteryx. We are involved in all aspects of this process, from provision of your first license to helping you roll out across the entire organisation.

Pricing Details

Free

You can fully use this solution without payment.

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