Understand what the book earns
View brokerage and other product revenue alongside AUM and revenue yield. Explore trends across clients, families and the wider business.
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EnableRevenue
See the growth potential inside your existing book.
EnableRevenue gives wealth businesses a clearer view of brokerage, revenue productivity and profitability. Understand what your client book earns, identify opportunities worth reviewing and connect growth decisions with the cost of running the business.
EnableWealth productRevenue intelligence for wealth business leaders
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Simplified preview captured from a working prototype, with synthetic data and identifying details removed. Production integrations, controls and rollout are scoped for each firm.
Why it matters.
A growing AUM number does not explain how well a wealth business is earning. Revenue can be concentrated in a few relationships, receipts can be difficult to attribute, and costs can sit in a separate reporting process. Leaders need to see where the book is productive, where revenue needs investigation and where the next useful conversation might be.
What the product brings together.
EnableRevenue brings brokerage and other product revenues into a business view across clients, families, relationship managers and branches. It connects revenue analysis with review opportunities, attribution and expense visibility, helping leaders move from a monthly total to a clearer account of what drives it. Business definitions and reporting views are shaped around the firm's operating model.
Built around the work your team does.
Find relationships worth reviewing
Surface low or missing revenue and potential growth opportunities within the existing client base. Keep client needs and adviser judgment central to the next step.
See team productivity clearly
Compare revenue contribution and revenue per client across RMs and branches, giving leaders context beyond the size of each team's book.
Connect insight with follow-through
Organise identified opportunities into a review queue with ownership and status, so a useful signal has a route to a business decision.
Bring costs into the picture
Extend revenue visibility with expense tracking and reconciliation, helping management understand earnings alongside the cost of serving clients and operating the firm.
Keep reporting grounded
Connect attributed revenue back to supporting records and make unresolved items visible. Shape management reports around the questions your leadership team needs to answer.
The business value.
Use the existing book more intelligently. Prioritise relationships and revenue exceptions for review, distinguish book growth from team productivity, and understand the costs behind earnings. EnableRevenue supports a more focused growth plan and better profitability decisions, with opportunities treated as estimates for review rather than promised revenue.
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