RM Sales Dashboard

Everything your Relationship Managers Need. In One Place. In Real Time.
The RM Dashboard gives advisors a command center view of their client book, KPIs, news and daily priorities. Real-time insights, alerts, and AI-powered recommendations help teams identify client needs, act on new sales opportunities, and track client performance with precision.

Turn intelligence into action across your
‍entire client book.

The dashboard connects data from portfolios, transactions, and client behavior to surface the most relevant next steps.

RMs can view top clients by revenues or AuM, identify accounts with newly available cash, and act on investment opportunities generated by PrivéAI. Opportunities are aligned to CIO views and client preferences, helping advisors deliver consistent, timely, and personalized recommendations.

Key Features

Client KPIs and Performance Tracking

Track progress on key targets including new assets, client acquisition, portfolio health, and sales. Drill down into any client to view holdings, risk scores, and revenue contribution.

AI-Powered Investment Opportunities

PrivéAI evaluates client portfolios using CIO views, product availability, and market signals. It generates recommended sales actions for each RM on a client level, including the suggested theme, product, and target investment amount.

Top Clients and Cash Targeting

Identify your highest-value clients across AuM, sales, or revenue. Filter for accounts with available cash following dividends, maturities, or inflows, and prioritize them for re-investment.

Real-time Alerts and Compliance Flags

Stay on top of critical client actions, missing documents, and trade exceptions. Alerts are specific to each RM’s book and link directly to the affected client or position.

AI-Generated Insights and Talking Points

PrivéAI Insights ingests CIO views to generate insights for each advisor’s book. Insights are delivered as daily talking points and investment prompts, tailored to the RM;s client book and ready to use in conversations.

The future of asset & wealth
management isn’t coming, it’s here.

Let us bring you there.
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