Investing and Wealth Management

Thousands of solutions can help you with investing and wealth management, but only Tableau is quick, affordable and ready to be deployed across your entire organization. Financial companies are using Tableau today to accomplish hundreds of tasks, including:

  • Deep securities analysis of equities, bonds and funds.
  • Audit order execution, market spreads, costs and trading behavior.
  • Build guided analysis flows for portfolio management.
  • Build customer portals for investment performance.
  • Monitor financial performance.
Wealth Management
Track your wealth management performance on the go

Successful wealth management depends on intelligent data. But the amounts of time and energy wealth managers spend understanding that data is overwhelming.

Tableau offers a better way. Shrink your performance review time from hours to minutes by transforming large volumes of your data into easily understood visualizations.

Tableau’s advanced interactive features create a workbook that is built for exploration and customization. For example, the first dashboard shows you the geographical distribution of your selected measure— assets under management, revenue, sales, and more. It also offers you 4 other related views of that measure, providing insight into top advisors, regional distribution, trends over time and product category. For deeper understanding, you can drill down into the underlying data from the visualization or through the tab.

No laptop? No problem. Tableau allows you to distribute these visualizations to mobile devices such as tablets or cell phones so that you can review your data on the go.

Trending
Volume and volatility securities analysis
Find market trends first

Tableau is an easy visual environment that lets you answer questions about stocks, bonds, derivatives and funds, 10 to 100 times faster than you can with spreadsheets or statistics packages. It all happens in a simple workbook that any Excel user can quickly master.

With Tableau's Data engine, you can work with huge volumes of data such as intraday trading data and years of data for thousands of securities.

This dashboard lets you inspect the daily trading details of publicly traded technology stocks. Adjust the filters to examine a specific industry or to change the date range. You can identify those days with large trading volume (use the volume filter), or compare the return/ volume dynamics of different companies. This sector analysis application was created with Tableau’s drag and drop interface in minutes.

IPO
ipo index performance dashboard
Quickly explore opportunities and optimize costs

Any analytics application can create a stock price and volume chart. But how do you use data to drive down trading costs, reduce portfolio risk, discover anomalous trades, and look for opportunities? Tableau supports these goals by letting you pan and zoom through large volumes of data, filter to areas you’re interested in, and drill into the underlying trading history. Imagine calculating compound returns and regressions with a click, and seeing visual results instantly.

This dashboard lets you explore the performance of a basket of technology IPOs. The indexes are based on company auditor. Select an index in the upper visualization and see the companies that comprise them in the bottom visualization. Use the application to compare the performance of different indexes over different periods.

For instance, adjust the filters to see whether the PWC or KPMG index offered the best returns during the first 300 days after IPO. As you investigate, you’ll notice that the top performing indexes were reliant on a few super star companies. This dashboard was created with Tableau’s drag and drop interface in minutes.

Reporting
Rapidly create client investment reports and distribute them securely via the web

Financial firms are increasingly competing on their ability to offer clients access to rich, relevant data. But how do you deliver information to clients in a way that is visual, interactive and easy? How do you build online customer portals without suffering from the cost and inflexibility of a slow-moving business intelligence platform?

Tableau lets you construct information portals without heavy development. Tableau Server installs quickly and scales to tens of thousands of private users on the web. The interactive dashboards it provides can be embedded in a broader customer portal initiative, or used as a stand-alone system. The level of data access and interactivity is under your control and can vary from client to client. Advanced users can be given access to the underlying data for one-click import into their own spreadsheets.

This is a portfolio monitoring dashboard for a major investment client. Use the dashboard to evaluate portfolio risk. Selecting countries in the upper view filters the lower visualizations of issuer and rating concentration. The client can filter the entire dashboard by asset class or ratings group to better understand the specific issuers and investment trends for that cross section of the portfolio. Explore the dashboard to discover that investments in Europe have been becoming riskier in recent quarters.

Portfolio
Visualize performance for customized portfolios in minutes

This application lets clients explore revenue growth for publicly traded software companies, based on data from their S1s and 10-Ks. All sales numbers have been inflation adjusted. Select lines in the upper visualization to filter to the details below.

The visualization is filled with investment stories and insights. For instance, most successful technology companies aren’t rocket ships. Only 28% of the nation’s most successful public software empires were rocket ships. (A rocket ship is defined as a company that reached $50 million in annual sales in 6 years or less).

DJIA
Use what-if analyses to evaluate your investment

With Tableau you can give your customers the tools to monitor and manage their investments, including the ability to do what-if analyses to drive better decisions. Empower your customers with dashboards that are rich in data and have a few simple controls.

This dashboard allows a potential consumer to evaluate the value of an investment made in stocks in the Dow Jones Industrial Average (DJIA). By selecting their date of investment and investment value, and defining which of the Dow Jones component stocks they are interested in investing, users can immediately see their nominal gain/losses from such investment.

Use this application to evaluate whether an earlier investment would have led to a substantial gain or how your portfolio would have looked if you invested in an industry specific vs. a diversified portfolio. Users can quickly understand the basics of investments and make more educated decisions.

Contact sales to learn more