Finance · Finance
Contributions and Withdrawals
This dashboard tracks contributions and withdrawals to give a clear view of how funds under management (FUM) are trending. By incorporating client age and transaction patterns, it helps wealth managers see whether they are on course to increase or decrease FUM. Alongside these insights, the view highlights contribution rates, transaction volumes, and fund size over time, enabling management to understand client behavior, spot trends in fund flow, and make informed decisions to support long-term growth.
Questions this dashboard answers
- What is the current total Funds Under Management (FUM), and how does it compare to the historical average?
- What is the percentage of regular contribution versus its previous average?
- Which age bracket contributes the most money in total, and which bracket withdraws the most?
At a glance
Built withTableau
SectorFinance
Views306
Published2026
wealth managementfinance
Powered by Tableau
Questions this dashboard answers
- What is the current total Funds Under Management (FUM), and how does it compare to the historical average?
- What is the percentage of regular contribution versus its previous average?
- Which age bracket contributes the most money in total, and which bracket withdraws the most?
At a glance
Built withTableau
SectorFinance
Views306
Published2026
wealth managementfinance
