| Financial Perspective |
| This perspective helps in judging the financial performance of the wealth manage... |
| Indicator |
Description |
| Net new money |
It indicates the net amount of invested assets entrusted by new and existing cli... |
| Return on Assets |
Not available in trial report |
| Profit growth rate |
Not available in trial report |
| Cost Income Ratio (CIR) |
Not available in trial report | |
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Wealth Management Company Scorecard |
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Structuring a BSC (Balanced Scorecard) that has on it all the relevant and speci...
Created by AKS-Labs |
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| Business Development and Growth Perspective |
| This perspective indicates the business development efforts and ultimate growth ... |
| Indicator |
Description |
| % increase in new customers |
It refers to % increase in the number of new clients acquired by the company ove... |
| Attrition rate of customers |
Not available in trial report |
| Conversion rate |
Not available in trial report |
| % growth of Assets under management (AUM) |
Not available in trial report | |