Group AUM & client base
The whole book on one cockpit.
Group AUM, client count and growth show on one business cockpit, so the book is read at a glance.
- Group AUM and client count
- Growth across the book
- The book at a glance
- One business cockpit
Wealth
The wealth business runs on one cockpit. AUM, net flows, fee economics, relationship-manager productivity and client health share a single live view, with net-flow intelligence across subscriptions and redemptions and revenue split by fee line, so the whole book is seen together and the board report is a click away.
Solution areas
The whole book on one cockpit.
Group AUM, client count and growth show on one business cockpit, so the book is read at a glance.
Subscriptions, redemptions and net, live.
Subscriptions, redemptions and net flow stream by period, so a change in the book is seen as it happens.
Run-rate revenue, by fee line.
Run-rate revenue splits by management, trail, performance, AIF and advisory fees, so the economics of the book are clear.
AUM per relationship manager, tracked.
AUM per relationship manager and organization productivity are tracked continuously across the whole book.
NPS and growth, in view.
Client NPS and growth sit on the cockpit, so client health is read alongside AUM and flows.
The board pack, generated from the cockpit.
Compliance and the board report are generated from the same live cockpit, so the quarterly pack is a click away.
How it runs
Group AUM, client count and growth show on one cockpit.
Subscriptions, redemptions and net flow stream by period.
Run-rate revenue splits by fee line, from management to advisory.
AUM per relationship manager and client NPS sit on the cockpit.
Compliance and the board pack are generated from the live cockpit.
Related
Entroid runs the wealth business as one cockpit, with AUM, net flows, fee economics and client health live.