The netwealth platform has always been a great a place to manage your clients' investments, super and insurance - but with our latest upgrade, it has become an even better tool for your advice practice. The platform now allows you to review key performance indicators (KPIs) critical to your business' performance and success. In this initial version of netwealth's KPI dashboard, advisers are provided with data and charting tools so that they can visualise:

• historical trends, changes in FUM, and fee paying clients - with historical data for the last 12 months;
• asset allocation across your clients - either as a percentage of FUM, or by total clients invested;
• the top 5 assets your clients are invested in;
• the average balance for your clients, and its change since the previous quarter;
• the average age of your clients; and
• the percentage of allocation across netwealth super and investment products.