Wealth Management

Your Top 3% of Clients
Drive 33% of Revenue

The client tier pyramid is real. SlideStrike helps you visualize retention risk, revenue concentration, and growth opportunities across your book.

🌐Available in 10 languages
$0M
Total AUM
$0M
Annual Revenue
0%
From Platinum Tier

The Client Tier Revenue Pyramid

Most firms focus on client count. The winners focus on revenue per client and retention.

Platinum42 clients • $12.5M avg AUM
98%retention
$3.7Mrevenue
Gold187 clients • $2.8M avg AUM
94%retention
$4.2Mrevenue
Silver534 clients • $0.6M avg AUM
89%retention
$2.5Mrevenue
Bronze892 clients • $0.1M avg AUM
78%retention
$0.9Mrevenue
Metric
Revenue per Client
Top Tier
$88K/yr
Bottom Tier
$1K/yr
Gap
88x difference
Revenue Risk
33% Concentration
If you lose 10 Platinum clients, you lose $0.9M revenue. That's 8% of your book.
Retention Gap
20-Point Spread
Platinum clients stay (98% retention). Bronze clients leave (78% retention). The tier you serve determines the revenue you keep.
Growth Path
Upgrade 100 Clients
Move 100 Silver clients to Gold tier. That's $1.8M additional revenue at same client count.

How SlideStrike Visualizes This

Generate client-tier presentations that show advisors, partners, and executives where revenue comes from and where risk lives.

Client Segmentation Analysis

Automatic tier classification by AUM, revenue per client, and retention rate. See which segments drive growth and which need attention.

Revenue Concentration Risk

Visualize how much revenue comes from top clients. Quantify the impact of losing key relationships before it happens.

Retention Tracking by Tier

Track retention rates across client segments. Identify which tiers have churn problems and prioritize where to invest service resources.

Tier Upgrade Scenarios

Model what happens when you move clients up tiers. Calculate revenue impact of portfolio growth without new client acquisition.

Presentations You Can Generate

Every wealth management deliverable. Compliant, personalized, and ready for clients or the board.

Quarterly Client Reviews
Portfolio Performance vs. Benchmark
Asset Allocation Dashboards
Fee Transparency Reports
Client Tier Analysis
Risk Metrics & Volatility
Financial Planning Presentations
Market Commentary & Outlook
Investment Policy Statement Tracking
Net New Assets Reports
Retention Analysis by Segment
Revenue Concentration Studies

Understand Your Book Better

Join wealth managers using SlideStrike to visualize client tiers, retention risk, and growth opportunities.

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