Dashboard Card: Client Life Stages

Dashboard Card: Client Life Stages

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.

    • Related Articles

    • Dashboards Card Library

      The following lists all visualization Cards available in for use in AE CRM Dashboards along with all relevant details to their use. See Creating and Customizing Dashboards for details on how to add a Card to your Dashboard. Available Card Library. ...

    • Dashboard Card: Client Life Events

      Client Life Events is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Life Events The Client Life Events Card shows upcoming Birthdays, Wedding Anniversaries, or ...

    • Dashboard Card: Client Demographics

      Client Demographics is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Demographics The Client Demographics Card allows you to see how Revenue in your firm is ...

    • Dashboard Card: Upcoming Client Reviews

      Upcoming Client Reviews is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Upcoming Client Reviews Upcoming Client Reviews shows a list of all Client Records that have ...

    • Dashboard Card: Client Retention Rate

      Client Retention Rate is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Retention Rate The Client Retention Rate Card displays a client retention percent over a ...