EFuturesCFO · Financial Services Suite
Financial Services Executive KPI Dashboard
Single-page health view of your wealth management practice. Monitor 18 KPIs across growth, profitability, clients, capacity, risk, and operations with a composite health score.
Practice Health Score
Balanced Scorecard
Methodology
Health Score = weighted average of 6 category scores (Growth, Profitability, Clients, Capacity, Risk, Operations). Each KPI scored: Green (10) = top quartile, Yellow (6) = median, Red (3) = below benchmark. Category score = avg KPI score × 10. Benchmarks based on industry data for mid-to-large RIAs. All inputs are adjustable — the dashboard updates in real time as assumptions change.