AUA Interactive Dashboard

Total AUA

Sourced from Platform File (latest month)

Total Number of Fund Houses

Sourced from Fund House File

Total Number of Advisors with AUA

Average AUA per Advisor: $0

Advisor AUA Segments

Advisors with > 50 Million 0

Advisors with > 20 Million 0

Advisors with > 10 Million 0

Advisors with > 5 Million 0

Platform Share (Current Year)

Managed Account Overview

Top 10 DPMS managed accounts by AUA, current snapshot — click to view the full list.

Managed Account Breakdown Explorer

Select a DPMS managed account to view its individual AUA and top advisors.

Managed Account AUA $0

Top 10 Advisors in this Managed Account

Advisor Name	AUA Amount
Select a managed account from the dropdown menu above.

Sales by Product

Gross sales, year-to-date across all products.

Product	Total	Share

Click any bar to view that product's full monthly gross vs net trend. Click a legend item to isolate a product.

Managed Account Sales — Deep Dive

Gross transactions, year-to-date, across all managed account products.

Total Sales

Transactions

Avg Ticket Size

Top 30 Advisors

Advisor Name	Total AUA

Top 20 Fund Houses

Fund House Name	Total AUA

Top 10 Managed Accounts

Managed Account Name	Total AUA

Top 20 Products

Fund Name	Total AUA

AUA Dashboard