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Wealth Management
Firm-Wide AUM and Revenue Reporting
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Manual consolidation of AUM, revenue, and fee data from multiple sources for firm-level reporting, consuming excessive time and prone to errors.
Solution
Integrate custodian and billing system data into Salesforce with automated rollup summaries and scheduled reports for firm-wide AUM, revenue, and profitability analysis.
Key Outcomes
- Automated firm-wide AUM and revenue reporting
- Real-time financial performance visibility
- Eliminated manual data consolidation
- Executive dashboards for strategic decision-making
Tags
reportingaumrevenuewealth-managementexecutive-dashboard
Implementation Timeline
8-12 weeks
Medium Complexity