Tableau for Industries

Wealth and asset management analytics

Protect and grow client investments, augment advisor performance, and manage risks and compliance with Tableau

Empower customer financial success through wealth and asset management analytics

Find out how Morgan Stanley uses Tableau to track customer actions and interests, personalize client experiences, and help customers achieve their financial goals.

Watch now
Vanguard Charitable optimizes strategic grant making, cuts manual reporting by 50% with Tableau

Vanguard Charitable optimizes strategic grant making, cuts manual reporting by 50%

Learn how Vanguard Charitable optimized strategic grant-making and cut manual reporting by 50 percent with Tableau.

Read the story

Tableau has become part of our DNA. We leverage Salesforce to track what customers are responding to—and it all goes into a single source of truth. We use Tableau as a vehicle to look at those insights, personalize experiences for our clients, and make better choices on their behalf.

Learn more

JPMC building

JPMorgan Chase enables self-service analytics, keeping up with rapid industry changes

Read how JPMC enabled self-service analytics in a highly regulated space with data governance to 30,000 end users.

Read the story

RBC building

RBC Wealth Management enriches client experience with CRM Analytics

Learn how RBC Wealth Management is unlocking the full power of Salesforce and Tableau to drive data transformation, provide an enhanced customer experience and build a culture of empowerment across its business.

Read the story

people working

Broadridge Financial Solutions integrates Tableau with investment management data warehouse

See how Broadridge delivers enhanced, self-service analytics and visualization capabilities to its investment management clients.

Read the article 


Additional resources



Top 3 Dashboards for Wealth and Asset Management

Learn how data analytics can help you navigate a fluctuating market, discover dashboards to help advisors manage risk, and become more agile and resilient.


Three Ways Data Is Changing Customer Experience

See how you can harness data to segment customers in new ways, target the right markets, and offer relevant products at the right time—to increase the long-term value of every customer.


Four Traits of a Data-Driven Organization

Find out how data-driven financial services organizations tap into their data to propel innovation.


Featured Solution

Empowering advisors

How can you effectively grow client relationships? Tableau empowers you to unify and personalize customer experiences, generate faster insights, and optimize campaigns with data-first enterprise solutions.

Learn more
Tableau Partner Network

Tableau Partner Network

Need help solving your toughest data challenges? We’ve got you. With more than 1,200 partners—including resellers, services, and technology—it’s easy to get the right support for your business.

Find a partner

Visualize wealth management data

Financial services: Wealth management dashboard

Financial services: Wealth management dashboard

Get a holistic view of front-office activities for a Wealth Management organization. Visualize key KPIs to maximize AUM and company performance along with actionable client insights.

Explore the viz

Wealth management asset evaluation dashboard

Wealth management asset evaluation

Access powerful analytics to help you evaluate assets under management and overall portfolio performance. View top advisors, top funds, key market data, and much more—all in a single view.

Explore the viz


EXPLORE MORE wealth management VIZZES

Salesforce and Tableau

A complete intelligence platform built on the world’s #1 CRM, Salesforce, CRM Analytics offers wealth management companies a native analytics experience. To boost productivity, Salesforce users can surface intelligent, actionable insights—right within their workflow. Explore Salesforce solutions for Wealth Management.

Astro with Tableau logo

Tableau for departments

Departments across organizations worldwide are empowering their people with data. Learn how departments are driving business forward with Tableau.

Learn more

Technology integrations

Organizations are finding opportunities to integrate Tableau with their existing technologies to drive business forward.

Learn how