Power BI for wealth management firms that want one client view
Power BI for wealth management brings custodian feeds, portfolio accounting and CRM records into one model, so a firm sees assets, net flows and fee revenue by household and advisor. Most firms hold this data already, but each system reports on its own. Consultants from Power BI Agency do the work online, inside your own Microsoft tenant, and every file stays with your team.
- Assets and net flows
- Fee revenue by household
- Advisor book reviews
Last updated
Why do advisors choose Power BI for wealth management?
A wealth firm lives on three numbers: assets under management, net flows and fee revenue. However, each one sits in a different place. The custodian holds positions, while the billing tool holds fees and the CRM holds households.
So a partner who asks a simple question waits for a spreadsheet. For example, which advisors grew through new money rather than market gains? That answer needs flows and performance side by side, and few portfolio tools show both by advisor.
One model closes the gap. It loads each source on a schedule and lines the figures up by household, advisor and date. Then the Monday meeting starts from one page instead of from five exports.
Advisor and firm dashboards worth opening each week
Most firms begin with three of these pages and add the rest once the first ones earn trust.
Assets and net flows
Assets appear by advisor and household, with new money, withdrawals and market movement split apart. So growth has a plain cause.
Fee revenue
Billed fees sit beside assets for each client tier. As a result, a partner sees where the real fee rate drifts from the schedule.
Household concentration
The page ranks households by assets and revenue, because a few large relationships often carry much of the firm.
Advisor book review
Each advisor sees client count, average household size and reviews due. Then capacity talks rest on facts.
Client activity
Meetings, calls and open tasks from the CRM line up by household, so a quiet relationship shows before the client notices.
Cash and allocation drift
Accounts with high cash or a mix far from target land in one list. That also helps the trading desk plan its week.
Which wealth management systems feed a Power BI model?
A typical firm brings a portfolio accounting system, one or more custodian feeds, a CRM, a billing tool and a planning tool. Some also bring a document archive. Each product stores the client under its own identifier.
Access differs by vendor. Some products offer an API or a reporting database, while others supply scheduled files only. So we check every system against Microsoft's connector list and the vendor's own documentation before we quote. When no direct route exists, a nightly export into a staging database works instead.
Matching households takes the most effort. For example, one system names a trust and another names the person behind it. Therefore we agree one household key with your operations team first. Row-level security then limits each advisor to their own book, while partners see the whole firm. Advisors should see only their own households, and our power bi row-level security setup handles that.
Signs a firm is ready for Power BI for wealth management
If several of these sound familiar, the data can do more work than it does today.
- Net flows arrive weeks after quarter end
- Each advisor keeps a private client spreadsheet
- Fee revenue and assets never appear together
- Nobody can rank households by revenue
- Custodian totals disagree with the CRM
- Board packs take days to assemble
How a Power BI for wealth management project runs
The work happens online in short sessions, so advisors lose little client time.
Free assessment
First you show us the reports your team compiles by hand. The call takes thirty minutes and costs nothing.
Written scope
Then a quote names the systems, pages and access roles. Because the scope sits in writing, it stays put.
Model and match
Next we create the household key and check asset totals against custodian statements for closed periods.
Weekly demos and handover
A working page appears at each weekly demo. Finally the files and notes pass to your own staff.
Wealth management reporting in Power BI: partner questions
Can Power BI for an RIA show net flows by advisor?
Yes, when the portfolio system or custodian feed records deposits, withdrawals and transfers with dates. The model separates those movements from market change, so each advisor's growth splits into new money and performance. If transfers between two accounts of one household appear as flows, we net them out first. Otherwise the page would overstate both sides.
Does Power BI connect to a custodian feed?
That depends on how the custodian delivers data. Many send daily files, and some portfolio systems expose an API or a database. We confirm the real route during the free assessment and write it into the quote. Since we never claim a native connector unless Microsoft lists one, you know the refresh method before work starts.
How does Power BI for an advisory firm keep client data private?
The reports run inside your own Microsoft tenant, under the access rules your firm already sets. Row-level security filters each page, so an advisor opens only their own households. We also test every role with real accounts before launch. Your compliance team keeps control of who holds a license and what each workspace shares.
Can partners read the reports on a phone?
They can. Power BI has mobile apps, and we design a phone layout for the pages partners check most. That view carries fewer visuals per screen, but every figure matches the desktop report. So a partner can glance at assets and flows before a client lunch without opening a laptop.
Who does the work?
Our consultants do it. Power BI Agency is a division of Sataware Technologies and is independent of Microsoft. The team is small, so the consultant on your first call stays through handover. We work with clients remotely and reply within 2 hours. Call (480) 485-7373 to book the free assessment.
Let's build your first dashboard together.
Tell us what you report on today. A consultant replies within 2 hours with next steps.
Trusted partners
Microsoft Solutions Partner · AWS Partner
Cloud & AI Platforms
Azure SQL, Microsoft Fabric and the data pipelines behind your reports.
AI Business Solutions
Power BI reporting on your Dynamics 365, Business Central and Power Platform data.
Security
Row-level security and Entra ID sign-in on every report and workspace.
Amazon Web Services
Power BI on your AWS data, with connectors for Redshift, Athena and S3.