This is a Wealth Management Metric Dashboard (Diamond) Report, it is one of reports that Balanced Scorecard Designer can generate for Wealth Management KPI. With this software you can also design your own scorecards, KPIs and metrics.

Wealth Management Company Scorecard

Report includes: 2 day(s), from 09.01.2009 to 10.01.2009

Name

Start value

End value

Dynamic

Contains

Wealth Management Company Scorecard

56,14 %

55,84 %

-0,3 %

Financial Perspective	(62,7%, -19,72%)
Business Development and Growth Perspective	(52%, 2,5%)
Operations and Recognition Perspective	(49,9%, 14,33%)
Employees Perspective	(57,3%, 10,02%)

Graph for Wealth Management Company Scorecard

Data for Wealth Management Company Scorecard

Dates	Value
09.01.2009	56,14
10.01.2009	55,84

Financial Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Financial Perspective

82,4 %

62,68 %

-19,72%

Wealth Management Company Scorecard

Indicators

Net new money

Return on Assets

Profit growth rate

Cost Income Ratio (CIR) *

* - Information for this metric is limited in sample report Description This perspective helps in judging the financial performance of the wealth management group of a financial service firm.

Graph for Financial Perspective

Data for Financial Perspective

Dates	Value	Weight
09.01.2009	82,4	3
10.01.2009	62,68	3

Net new money

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Net new money	29,7914	20,7918	-9	$ billion	Maximize	Financial Perspective

Description It indicates the net amount of invested assets entrusted by new and existing clients less total withdrawals by existing customers. (on a quarterly basis)

Graph for Net new money

Data for Net new money

Dates	Weight	Min	Max	Value
09.01.2009	3	0,2	30	29,7914
10.01.2009	3	0,2	30	20,7918

Return on Assets

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Return on Assets	90,2	94,04	+ 3,84	%	Maximize	Financial Perspective

Description It refers to the return of assets of achieved by the wealth management group.

Graph for Return on Assets

Data for Return on Assets

Dates	Weight	Min	Max	Value
09.01.2009	3	60	100	90,2
10.01.2009	3	60	100	94,04

Profit growth rate

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Profit growth rate	50,5	43,2	-7,3	%	Maximize	Financial Perspective

Description It indicates the profit growth rate of the company as compared to the last 1 year.

Graph for Profit growth rate

Data for Profit growth rate

Dates	Weight	Min	Max	Value
09.01.2009	2	10	60	50,5
10.01.2009	2	10	60	43,2

Business Development and Growth Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Business Development and Growth Perspective

49,46 %

51,96 %

+ 2,5%

Wealth Management Company Scorecard

Indicators

% increase in new customers

Attrition rate of customers

Conversion rate

% growth of Assets under management (AUM) *

* - Information for this metric is limited in sample report Description This perspective indicates the business development efforts and ultimate growth achieved by the company.

Graph for Business Development and Growth Perspective

Data for Business Development and Growth Perspective

Dates	Value	Weight
09.01.2009	49,46	3
10.01.2009	51,96	3

% increase in new customers

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% increase in new customers	21,8	41,56	+ 19,76	%	Maximize	Business Development and Growth Perspective

Description It refers to % increase in the number of new clients acquired by the company over the period of last 3 months.

Graph for % increase in new customers

Data for % increase in new customers

Dates	Weight	Min	Max	Value
09.01.2009	3	20	60	21,8
10.01.2009	3	20	60	41,56

Attrition rate of customers

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Attrition rate of customers	5,96	2,42	-3,54	%	Minimize	Business Development and Growth Perspective

Description It indicates the attrition rate of customers that terminated their relationship with the company.

Graph for Attrition rate of customers

Data for Attrition rate of customers

Dates	Weight	Min	Max	Value
09.01.2009	2	0	10	5,96
10.01.2009	2	0	10	2,42

Conversion rate

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Conversion rate	93,8	68,8	-25	%	Maximize	Business Development and Growth Perspective

Description It indicates the conversion rate of new leads and customers into potential long term clients.

Graph for Conversion rate

Data for Conversion rate

Dates	Weight	Min	Max	Value
09.01.2009	2	60	100	93,8
10.01.2009	2	60	100	68,8

Operations and Recognition Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Operations and Recognition Perspective

35,58 %

49,91 %

+ 14,33%

Wealth Management Company Scorecard

Indicators

Deposits to AUM ratio

Loans to AUM ratio

Number of services offered

Number of service awards won by the wealth management group *

* - Information for this metric is limited in sample report Description This perspective talks about the operations of the Wealth Management Company and recognitions received by it in the field.

Graph for Operations and Recognition Perspective

Data for Operations and Recognition Perspective

Dates	Value	Weight
09.01.2009	35,58	2
10.01.2009	49,91	2

Deposits to AUM ratio

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Deposits to AUM ratio	20,408	22,234	+ 1,826	%	Maximize	Operations and Recognition Perspective

Description It refers to the ratio of total deposits to total assets managed by the company.

Graph for Deposits to AUM ratio

Data for Deposits to AUM ratio

Dates	Weight	Min	Max	Value
09.01.2009	3	8	30	20,408
10.01.2009	3	8	30	22,234

Loans to AUM ratio

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Loans to AUM ratio	6,08	14,84	+ 8,76	%	Maximize	Operations and Recognition Perspective

Description It refers to the ratio of total loans to total assets managed by the company.

Graph for Loans to AUM ratio

Data for Loans to AUM ratio

Dates	Weight	Min	Max	Value
09.01.2009	3	5	25	6,08
10.01.2009	3	5	25	14,84

Number of services offered

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Number of services offered	9,52	7,43	-2,09	#	Maximize	Operations and Recognition Perspective

Description It indicates the total number of services offered by the company to its clients, it may include private banking, private equity, wealth planning, etc.

Graph for Number of services offered

Data for Number of services offered

Dates	Weight	Min	Max	Value
09.01.2009	2	5	15	9,52
10.01.2009	2	5	15	7,43

Employees Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Employees Perspective

47,33 %

57,35 %

+ 10,02%

Wealth Management Company Scorecard

Indicators

Employee turnover

% increase in number of relationships per client facing employee

% increase in Net new money per Client Advisor

% increase in revenues per advisor *

* - Information for this metric is limited in sample report Description This perspective shows the employee performance and thier attrition rate in the wealth management company.

Graph for Employees Perspective

Data for Employees Perspective

Dates	Value	Weight
09.01.2009	47,33	2
10.01.2009	57,35	2

Employee turnover

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Employee turnover	3,4	3,42	+ 0,02	%	Minimize	Employees Perspective

Description It indicates the employee turnover rate prevailing in the company.

Graph for Employee turnover

Data for Employee turnover

Dates	Weight	Min	Max	Value
09.01.2009	2	0	10	3,4
10.01.2009	2	0	10	3,42

% increase in number of relationships per client facing employee

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% increase in number of relationships per client facing employee	17,6	21,08	+ 3,48	%	Maximize	Employees Perspective

Description This KPI refers to % increase in the number of new client relationships obtained by the company per client facing employee over a period of 3 months.

Graph for % increase in number of relationships per client facing employee

Data for % increase in number of relationships per client facing employee

Dates	Weight	Min	Max	Value
09.01.2009	3	10	50	17,6
10.01.2009	3	10	50	21,08

% increase in Net new money per Client Advisor

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% increase in Net new money per Client Advisor	33,3	63,2	+ 29,9	%	Maximize	Employees Perspective

Description It refers to the % increase in net new money earned per client advisors working in the wealth management group (over the period of last 3 months).

Graph for % increase in Net new money per Client Advisor

Data for % increase in Net new money per Client Advisor

Dates	Weight	Min	Max	Value
09.01.2009	3	0	100	33,3
10.01.2009	3	0	100	63,2

Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 05.01.2009 21:57:09