Key Metrics
Track the metrics that matter for your practice
Assets Under Management
Total AUM
Real-time tracking
Aggregate value of all managed assets across accounts, updated daily from custodians.
AUM by Advisor
Team breakdown
Track assets assigned to each advisor for performance reviews and capacity planning.
Net Flows
In vs. Out
Track inflows and outflows to understand organic growth separate from market gains.
AUM Growth
Trend analysis
Historical AUM tracking with month-over-month and year-over-year comparisons.
Client Metrics
Households
Total household count with new vs. departed tracking.
Accounts
Total account count by type and custodian.
Avg. Account Size
Average assets per household and per account.
Performance Metrics
Composite Returns
Aggregate performance across strategies or model portfolios. Compare to benchmarks over multiple time periods.
Dispersion Analysis
Measure consistency of returns across accounts using the same strategy. Identify outliers for review.
Asset Allocation
Firm-wide allocation across asset classes. Track drift from target allocations over time.
Export Options
Export to CSV
For spreadsheet analysis
Export to PDF
For presentations
Scheduled Export
Automated delivery
Advanced Analytics
Explore Business Intelligence for deeper insights and custom analytics capabilities.