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ASSETS UNDER MANAGEMENT | Tableau Accelerator for Financial Services
Assess your overall performance: Assets under Management & Net New Money
- Industries
- Financial Services
- Business Need
- AnalyticsDashboards & ReportsData Visualization
- Requires
- Tableau
Assess your overall performance. Appraise your ability to grow AuM by driving Net New Money. Identify most impactful Business Lines. Review your Client Portfolio and identify outliers. Determine the dynamics of (in/out)flows across mandates.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Tableau
App Details
- Version
- ASSETS UNDER MANAGEMENT | Tableau Accelerator for Financial Services
- Listed On
- 08/31/2023
- Languages
- English
Security
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Additional Details
📌 Explore the Resources & Documentation below for detailed information and practical usage of this Tableau Accelerator.
Need help?
Salesforce Labs
San Francisco, CA, USA
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