Finance · Finance
Share of Wallet or Opportunities
This view tracks client wallet share on an hourly basis and adds essential context such as product holdings and service frequency. By layering these insights with overall funds under management, wealth managers can better understand future growth potential within their existing client base. The dashboard also highlights opportunities to deepen relationships, prioritize clients, and support portfolio growth through targeted engagement.
Questions this dashboard answers
- What are the total Funds Under Management (FUM), and current share of wallet?
- Which partners have the largest share of wallet, and what are their average opportunities per client?
- What is the breakdown of the company's Funds Under Management by product, such as savings and pensions?
At a glance
Built withTableau
SectorFinance
Views318
Published2026
wealth managementfinance
Powered by Tableau
Questions this dashboard answers
- What are the total Funds Under Management (FUM), and current share of wallet?
- Which partners have the largest share of wallet, and what are their average opportunities per client?
- What is the breakdown of the company's Funds Under Management by product, such as savings and pensions?
At a glance
Built withTableau
SectorFinance
Views318
Published2026
wealth managementfinance
