Learn how to navigate the Client Insights Dashboard
This dashboard will provide you a clear, up-to-date snapchat of your book of business, including client composition, accounts, and investments.
After accessing the My Client and AUM Insights dashboard in Hubspot, you will be presented with the following page:
Each chart will help you quickly analyze trends, monitor key metrics, and stay organized with a snapshot of your entire book of business.The dashboard features a total of 10 insightful charts, which include:
- High-Level Highlights and Metrics
- Asset Range Breakdown
- Account Model Breakdown
- AUM Breakdown by Rep Code
- Age Breakdown
- Account Fee Breakdown
- AUM by Registration Type
- Plan and Account Type Breakdown
- Investment Type Breakdown
- Systematic Plans- Annual Amounts
Let's go through each one!
High-Level Highlights and Metrics
This report provides an overview of active accounts, focusing on the number of clients and accounts, their average age, and total assets under management (AUM). It excludes accounts with a "Closed" status, ensuring that only currently managed accounts are considered.
Use this report to assess the average account size and managed AUM, which can help in evaluating the financial health and client demographics of your business.
Asset Range Breakdown
This report provides an overview of accounts based on their asset range, excluding those with a "Closed" status. It categorizes accounts into different asset ranges, such as "$0 - 50K" to "$500K+", and includes metrics like the total number of accounts, total number of clients, and average assets under management (AUM). This information helps identify which asset categories have the most accounts and can guide strategies for targeting specific client segments.
Account Model Breakdown
This report presents a breakdown of the "Invested Amount" across different "assigned models," excluding accounts with a status of "Closed." It highlights the distribution of investments among various portfolio types, such as "Optimize All Growth Portfolio" and "Optimize Income Portfolio," helping you understand where the most significant investments are being made. This insight can guide decisions on which portfolio strategies are attracting the most investment and may warrant further focus or adjustment.
TIP: By hovering over each segment of the pie chart, you can access detailed information about each specific account model. This feature displays the invested amount, along with the corresponding percentage and total value for each segment.
AUM Breakdown by Rep Code
This report provides a detailed overview of accounts managed by different representatives, focusing on active accounts only. It highlights the total number of accounts, the number of clients, and the total assets under management (AUM), along with the average assets per client. This information can help identify which representatives are managing the most valuable portfolios, allowing for strategic decisions on resource allocation and performance evaluation.
Age Breakdown
This report provides an overview of client accounts segmented by age range, showing the number of accounts, clients, total assets under management (AUM), and average assets under management per client. By categorizing clients into age groups such as "0-25," "26-35," "36-50," "51-65," and "66+," it helps identify which age groups hold the most assets and how they are distributed across different accounts. This insight can guide marketing strategies and resource allocation to target specific age demographics more effectively.
Account Fee Breakdown
This report provides a breakdown of accounts based on their fee range, showing the total number of clients, number of accounts, total assets under management (AUM), and average AUM per client. It helps identify which fee ranges are most prevalent and how they correlate with account values and client numbers. This insight can be useful for evaluating the effectiveness of different fee structures and making strategic decisions about pricing models.
AUM by Registration Type
This report provides a breakdown of account values by registration type, focusing on accounts that are not closed. It highlights the total assets under management (AUM) for different account types, such as Cash, Margin, and In-Trust, which are categorized as "Open," while others are labeled as "Registered." This visualization helps identify which account types hold the most value, allowing for strategic decisions on resource allocation and client engagement.
AUM by Plan Type
Beside the pie chart "AUM by Registration Type" is a detailed chart of which accounts fall under registered and open. It highlights the total number of distinct accounts and their aggregated value. This information can help you assess the distribution and value of different amount types, such as Cash, margin, and In-Trust, to better understand your portfolio's composition.
Investment Type Breakdown
This report provides a breakdown of market values across different investment types, excluding accounts that are closed. It categorizes investments into groups like "Optimize Funds," "Guaranteed Investment Certificate," and "Fixed Income Securities," helping you understand the distribution of your portfolio. Use this information to assess the allocation of assets and make strategic decisions about future investments.
Systematic Plans - Annual Amounts
This report provides an overview of the annualized amounts for different systematic plans, categorized by their adjusted plan type. It helps you understand the financial impact of each plan based on its frequency, such as weekly or monthly, and allows you to compare the total annual contributions across various plan types. This insight is useful for evaluating the effectiveness of different plans and making informed decisions about resource allocation.
