FabiAssist
Customized Wealth Management Dashboards
Our customized wealth management dashboards provide intuitive, visual summaries of client assets, goals, and risks. These dashboards deliver real-time insights, personalized metrics, and dynamic data visualizations to help advisors deepen relationships and enhance financial decision-making.
What You Get
Profitability Ratios
fabe software calculates over a dozen key ratios allowing for industry comparative analysis
GROSS PROFIT MARGIN
Gross Profit / Total Revenue x 100% = Gross Profit Margin
OPERATING PROFIT MARGIN
Operating Profit / Total Revenue x 100% = Operating Profit Margin
OVERHEAD PERCENTAGE
Total Overhead / Total Revenue x 100% = Overhead Percentage
AVERAGE TOTAL INCOME PER OWNER
Owners Base draw + Operating Profit / # of owners = Average Total Income Per Owner
Productivity Ratios
REVENUE PER ADVISOR PROFESSIONAL (INCLUDES OWNERS)
Total Revenue / # of Professionals = Revenue Per Professional
REVENUE PER STAFF
Total Revenue / # of Total Staff = Revenue Per Staff
HOUSEHOLDS PER ADVISOR PROFESSIONAL
Total Households / # of Advisor Professionals = Households Per Professional
CLIENT HOUSEHOLDS PER STAFF
Total Households / # of Total Staff = Households Per Staff
OPERATING PROFIT PER ADVISOR PROFESSIONAL
Operating Profit / # of Advisor Professionals = Operating Profit Per Professional
OPERATING PROFIT PER STAFF
Operating Profit / # of Total Staff = Operating Profit Per Staff
Client Selection Ratios
REVENUE PER CLIENT HOUSEHOLD
Total Revenue / # of Household Clients = Revenue Per Household
ASSETS UNDER MANAGEMENT PER CLIENT HOUSEHOLD
Assets under management / # of Households = Assets Under Management Per Household
GROSS PROFIT PER CLIENT HOUSEHOLD
Gross Profit / # of Client Households = Gross Profit Per Household
OPERATING PROFIT PER CLIENT HOUSEHOLD
Operating Profit / # of Client Household = Operating Profit Per Client Household