Wealth Manager Dashboard
This Dashboard Package consists of 6 Key Business Intelligence Topics for Wealth Managers covering Investment Type, Portfolio Performance, Business Confidence, Indicator Performance, Investment Ranking Tracker and Market Correlation Tracker. The Dashboard provides you with comprehensive coverage for each Topic in one place and multiple uses to match your specific business needs.
Dashboard Topics
Investment Type Tracker
Portfolio Performance Tracker
Business Confidence Tracker
Indicator Performance Tracker
Investment Ranking Tracker
Market Correlation Tracker
Investment Type Tracker: Content Coverage
The Investment Type Tracker monitors over 200 indicators of investor confidence to provide you with the latest changes in confidence levels across 20 investment types.
Fixed Interest Funds - US
Property - UK
Economic Forecasts - UK
Retail Forecasts - UK
UK Confidence 200
Regional Ranking Tracker
Bellwethers - UK
Market Movers - UK
Fixed Interest Funds - UK
Fixed Interest Funds - EU
Property - International
REITs - International
Economic Forecasts - International
Currency Movements
International Confidence 200
International PMI
Bellwethers - International
Market Movers - International
Investment Type Tracker: Content Matching
There are six main uses supporting the Investment Type Tracker ranging from daily indicator notification, to time-saving monthly reports and self-build report options.
Daily Confidence Monitor
See all the latest indicators in your custom indicator portfolio in one place to save time, costs and resources.
Daily Critical Indicator Confidence Notifications
Set up indicator alerts critical to your business for daily notification.
Investment Confidence Analysis Reports
View the analysis of nine business confidence trigger points to identify opportunities and risks in your custom indicator portfolio.
Investment Confidence Lead Lag Reports
See the breakdown of your custom indicator portfolio into main five categories leading and lagging in business confidence.
Build Custom Portfolios & Reports
Build custom indicator portfolios and produce tailored reports to analyse investment confidence.
Indicator Specification
Get the indicator specification, historical performance, related indicators and data sources to provide you with the complete picture.
Request a Dashboard Demo or
arrange meeting to discuss your
Custom Dashboard needs.
Discover how to leverage the Dashboard to achieve a full set of productivity benefits.
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