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Client-facing Wealth Management Analytics

Empowering Your Financial Future: Elevate Your Wealth Management Experience

Overview

The Accelerator for Wealth Management Analytics provides insight into investment performance across regions, allocations, sectors, holdings, and time.

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  • 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?

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.

Categories

Business Needs
Analytics
Finance
Data Visualization
Industries
Financial Services
Personas
Business Operations Manager
Data Analyst
Executive

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