Metric Details & Benchmarking Report Download
KPI Benchmarks : Revenue per Client
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Revenue per Client
KPI Details
Revenue per Client measures the average dollar amount of revenue generated by each wealth management client of the company. This KPI is a general measure of company profitability, as a relatively low (or decreasing over time) amount of revenue production for each client may indicate that the company is not onboarding clients that align with a high net-worth/high growth strategy. A low value for this metric may also indicate that the company is not effectively investing commissions earned (in financial markets, other alternative investment products, etc.) to produce returns that grow the bottom line.
KPI Definition
The total wealth management revenue earned by the company over the course of a year divided by the number of wealth management clients managed by the company over the same period of time.
KPI Calculation Instructions Revenue per Client?
KPI Formula :
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