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RIAs
Centralized Advisor Dashboard and Analytics
Complexity
Medium
Timeline
6-8 weeks
Outcomes
4+
Challenge
RIA advisors lacking real-time visibility into book of business metrics, pipeline, and performance without centralized dashboards or reporting.
Solution
Develop comprehensive advisor dashboard in Salesforce using Einstein Analytics showing AUM, revenue, client health, activities, and pipeline with drill-down capabilities.
Key Outcomes
- Real-time advisor performance visibility
- Book of business health monitoring
- Data-driven client prioritization
- Enhanced pipeline forecasting
Tags
dashboardsanalyticsriaseinsteinperformance-tracking
Implementation Timeline
6-8 weeks
Medium Complexity