This is a Brokerage Firm Overview Report, it is one of reports that Balanced Scorecard Designer can generate for Brokerage Firm scorecard. With this software you can also design your own KPIs and Balanced Scorecards.


Legal Compliance and Information Management Perspective
This group of KPis is to keep the operations from unauthorized access and make s...
Indicator Description
SEC Compliance Index This KPI can be had by comparing the 'norms that have been issued by SEC (Securi...
Number of fines paid Not available in trial report
Number of security measures adopted Not available in trial report
Lost message recovery time Not available in trial report
     
Financial Perspective
This perspective helps in getting an insight of the financial aspect of the brok...
Indicator Description
Commission charged per transaction It refers to commission charged by the brokerage firm from its customers for sha...
Commission per share traded Not available in trial report
Account maintenance charges per account Not available in trial report
Revenues Not available in trial report

 
 

Brokerage Firm Scorecard

 
 

Brokerage firms operate in a highly regulated and framed environment. This requi...

Created by AKS-Labs

 
 
Customer Relationship and Satisfaction perspective
This perspective takes into consideration customer focused KPIs related to a bro...
Indicator Description
% increase in client base This gives the rise in the 'number of customers served'. The increase in this KP...
% increase in volume of share traded Not available in trial report
Client satisfaction Index Not available in trial report
Accuracy level of investment advices Not available in trial report
     
Internal Operations Perspective
This perspective helps in judging the internal operations of a brokerage firm on...
Indicator Description
% improvement in Order Execution Speed This KPI is to know the improvement in the pace at which the orders are executed...
Price deterioration Index Not available in trial report
Order Internalization Extent Not available in trial report
Number of investment research projects Not available in trial report

Copyright © 2000-2012 AKS-Labs. All rights reserved.