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


Internal Processes and Efficiency Perspective
This perspective talks about the internal processes and the level of efficiency ...
Indicator Description
Compliance Level It indicates the compliance level with the pre-set standards of the regulatory a...
Number of Areas Served Not available in trial report
Improvement in Advisory Standards Not available in trial report
Business Ethics Score Not available in trial report
     
Financial Perspective
This perspective assists in judging the financial performance of the financial c...
Indicator Description
Improvement in Risk-adjusted Returns It indicates the improvement level in risk-adjusted returns of the company over ...
% Rise in Income per Advisor Not available in trial report
% Increase in New Business Not available in trial report
% Increase in Reoccurring Business Not available in trial report

 
 

Financial Advisory Business Scorecard

 
 

Financial consulting companies cater to the needs of both individuals and compan...

Created by AKS-Labs

 
 
Customer Perspective
This perspective shows the image of the advisory business in the eyes of the cli...
Indicator Description
Accuracy Level of Forecasts It measures the accuracy level of financial forecasts and services rendered by t...
% Drop in Client Attrition Rate Not available in trial report
Customer Satisfaction Index Not available in trial report
Transparency Level Not available in trial report
     
Growth and Development Perspective
This perspective shows the growth and development activities carried out in the ...
Indicator Description
Number of Service Training Programs It refers to the number of service training programs held in the company with a ...
% Increase in Productivity per Advisor Not available in trial report
Turnover Rate of Financial Advisors Not available in trial report
Number of Brain-storming Sessions Conducted Not available in trial report

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