AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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.

1 of 2

  • 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

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Tableau
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Tableau
Tableau Server
Tableau Cloud
Supported Languages
English

More from Lovelytics, LLC

  • HR Diversity Scorecard
    by Lovelytics, LLC
    No Ratings
    This Accelerator provides insights into the diversity of your organization.
    AnalyticsData Visualization

  • Investment Portfolio Performance
    by Lovelytics, LLC
    No Ratings
    The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time-as well as to drill down into an individual company’s metrics.
    AnalyticsFinance

  • Gaming Analytics
    by Lovelytics, LLC
    No Ratings
    The Accelerator for Gaming Analytics is designed to help studios of all sizes level-up their data and AI strategies by providing a framework for unifying all of your game and community data.
    AnalyticsDashboards & Reports

  • Health Data Interoperability Brickbuilder
    by Lovelytics, LLC
    No Ratings
    Trends in care across your facilities and patient population.
    AnalyticsDashboards & Reports

  • Lovelytics
    by Lovelytics, LLC
    No Ratings
    We are a team of expert consultants who help the world’s leading companies use data and AI to better their business. People and data are at the heart of everything we do. From the data lakehouse to the CEO dashboard—love your data with Lovelytics.

  • Product Sales Performance with Shopify
    by Lovelytics, LLC
    No Ratings
    Connect to Shopify with Lovelytics’ analytics-as-a-service offering and in minutes, your team can analyze Shopify data through ad-hoc reporting and pre-built Tableau dashboards.
    SalesAnalytics