The Insights Dashboard is used to measure both the growth and risk of your firm’s entire book of business. With everything from book-level Risk Number, GPA, and growth trends, your team has powerful business intelligence it needs to drive greater growth and retention of client assets.
In this article:
Navigating Insights
Insights is the executive dashboard built for Executive users on Nitrogen Ignite or Ultimate (Insights is not available for users on Select, Elite, or legacy plans). To get to the Insights Dashboard, navigate to Menu > Executive View > Insights.
The Insights dashboard is powered by the same firmwide data feed that supplies data to Compliance and determines the rep codes available to link users to in User Management. At the top of the dashboard, you’ll see your firm’s summary showing:
- AUM - Sum total of the balances of assets under management
- Total Advisors - Distinct advisor names brought in through the firmwide data feed
- Total Clients - Distinct client names brought in through the firmwide data feed
- Total Accounts - Number of accounts brought in through the firmwide data feed
- Clients with Risk Numbers - Percentage of clients with a confirmed Risk Number (seen in the proposals dashboard)
Below that, you can see your total AUM growth and compare it to firms with a similar level of AUM. We compare firms using these AUM bands:
- $0-$100M
- $100M-$250M
- $250M-$500M
- $500M-$1B
- $1B-$2.5B
- $2.5B-$100B
AUM Analytics takes all of your firm's holdings, (top 2,000 holdings) to calculate our book-level analytics including:
- Firm Risk Number (versus firms like yours)
- Firm GPA (versus firms like yours)
- 95% Historical Range over 6 months
Note: These numbers are calculated on a daily basis using your firmwide data feed.
Comparing Across Timeframes
Once your firm has been on Insights for more than one day, you will have the ability to compare your current data to a previous date using the calendar dropdown in the upper right-hand corner.
Once a timeframe has been selected, all of the cards will update to show the difference between today’s numbers and your selected timeframe.