Netwealth Practice Insights

by Xeppo Pty Ltd

Practice Insights provides a range reports which give you a greater understanding of your business.

Netwealth in partnership with Xeppo is pleased to provide you the Netwealth Practice Insights Power BI template. Practice Insights as a result is designed to support Financial Planning organisations. Practice Insights will provide you with a range of reports designed to give you visual and data insights like never before! These reports are designed for managers, partners and operational leads within your business. Key elements of the report include: - Revenue Analytics which profiles total revenue per Client Group within specific periods, and more. - Funds Under Advice (FUA) analytics - Ability to review data quality across your key client data points

At a glance