Brokerage Company KPI
KPI Name: Brokerage Firm Balanced Scorecard Metrics
Related KPIs: Leasing Company, Asset Management Firm, Wealth Management, Activity Based Management, Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance
Customers also viewed: Banking Metrics
Sample reports:
Some reports were generated with Balanced Scorecard Designer for the Brokerage Firm Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:
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The Balanced Scorecard Designer software was used to create this KPI.
Description by authors:
Brokerage firms are the intermediaries, which are involved in carrying out huge number of transactions between sellers and buyers of securities, on per day basis. Moreover, with the increase in client base and additions to the list of areas these firms are getting into, there arises a requirement to keep an eye on all of the aspects involved.
Financial position can be improved and maintained by using KPIs like ‘revenue from private capital management group’, ‘commission charged per transaction’, ‘commission earned per share’ and ‘account maintenance charges per account on yearly basis’.
Legal Compliance and Information Management Perspective takes into account KPIs like SEC compliance index, number of ‘fines’ paid, number of security measures adopted and lost message recovery time.
Customer Relationship and Satisfaction can be had with KPIs like accuracy level of investment advices, % increase in client base, % increase in volume of shares traded and client satisfaction index.
Lastly, Internal Operations Perspective provides an overview of the operations of the brokerage firm with KPIs such as % improvement in order execution speed, price deterioration index and order internalization extent and number of investment research projects undertaken.
KPI in Excel – Screenshot:
