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Client-facing Wealth Management Analytics

By Lovelytics, LLC

Empowering Your Financial Future: Elevate Your Wealth Management Experience

No Ratings
Free  

Never requires payment

Industries
Financial Services
Business Need
Analytics
Finance
Data Visualization
Requires
Tableau
Compatible With
Tableau
Tableau Server
Tableau Cloud

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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Tableau
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Tableau
Tableau Server
Tableau Cloud
Additional Requirements
License or trial of Tableau

App Details

Version
Client-facing Wealth Management Analytics
Listed On
08/30/2023
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

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.

Need help?

Lovelytics, LLC

Arlington, Virginia, United Stated

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