Client Life Stages is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Client Life Stages

The Client Life Stages card shows a summary of all clients in 4 pre-defined age ranges: Building Wealth (18-45), Preserving Wealth (46-67), Drawing Down Wealth (68-80), and Transferring Wealth (80+). For each group, the total Assets, Assets Under Management, and Revenue generated is totaled and displayed.

Age is determined from the date of birth for Person 1 on the Record. Assets and AUM are calculated from the Record's assets and Revenue from the Record's revenue.

The following filters are available:

Filter by Advisors

Click the Advisors drop-down in the upper right to adjust whose Records you are viewing.

• Remove filters by clicking remove by the item name.
• Remove all currently selected filters in a category by clicking in the bottom right.
• Add filters by clicking and selecting the items to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

Set Date Range

Click the date range in the upper right corner to choose the span for viewing retention. Choose a pre-defined range or set a custom range.

Hover

Hover over any bar on the graph for the exact total AUM or Revenue of that datapoint.