Balanced Scorecard Template for Wealth Management Indicators

Balanced Scorecard templates allows professionals from the Financial area represent strategy and balanced scorecard in a visually appealing ways.

• Free Balanced Scorecard Template: Download now!
• Web-based KPI Dashboard for online Balanced Scorecard

Balanced Scorecard templates for Financial business niche

The KPI template for Wealth Management Indicators may include such indicators like:

• financial perspective
• net new money
• return on assets
• profit growth rate
• cost income ratio (cir)
• business development and growth perspective
• % increase in new customers
• attrition rate of customers
• conversion rate
• % growth of assets under management (aum)
• operations and recognition perspective
• deposits to aum ratio
• loans to aum ratio
• number of services offered
• number of service awards won by the wealth management group
• employees perspective
• employee turnover
• % increase in number of relationships per client facing employee
• % increase in net new money per client advisor
• % increase in revenues per advisor

Why professional from the Financial should use Balanced Scorecard templates

Our free Balanced Scorecard template will help to represent these indicators as well as important strategic goals.

By using of graphical templates specialists from Financial Evaluation will be able to:

• make presentation for strategic indicators;
• use ready-to-use professional design for presentation;
• save time to design indicators;