AUM Dashboard

Internal Access

Enter the team PIN to load the firm's AUM data.

AUM Dashboard

Assets Under Management.

Upload the Cherry Hill AUM workbook to generate the dashboard. The file must contain mapping and aum_data tabs in the standard format.

Drag & drop your .xlsx file here, or

Accepts .xlsx — Cherry Hill AUM Mapping workbook

Internal Report
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↑ Load New File
Practice Operations

Assets Under Management.

A view of the firm's book — by advisor, by program, and by household.
AUM Distribution
Dollars by Band
—
in $1M+
Group Concentration
Families per Band
—
families
Trend
AUM over Time
Historical trend will appear here once multiple exports have been uploaded
Total AUM
—
CAD
Family Groups
—
—
AUA per Family
—
average AUA
Households
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—
Clients
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—
Family Groups
Name Advisor Program AUM (CAD) # Accounts
Processing workbook…