The Fox Alliance AUM and Production Dashboard (2023)

At The Fox Alliance Wealth Advisors, I developed an internal Power BI dashboard that displays firm assets under management (AUM) and production metrics month-over-month (MoM), utilizing a database of over 224K entries. This project was my first experience using Power BI and accentuates my data visualization skills.

Project Overview

Content

• Total firm AUM
• Percent of total AUM managed by each advisor
• MoM AUM growth
• Total firm production
• Percent of total production by product (investment) category
• AUM and production correlation by advisor
• AUM growth over time
• Production growth over time

Updates

This dashboard is updated monthly, maintaining a live connection to ensure it displays the most up-to-date AUM and production information for every advisor in the firm.

Dashboard Images