Wealth Management clients face large influxes of data on figures such as financial asset performance and sales team metrics. Furthermore, stakeholders from all levels requires up to date information on how their teams and departments are performing. Data visualisation tools such as Tableau, Cognos, and PowerBI can automate data from multiple sources and present up to date reporting information to stakeholders across multiple devices. This presentation describes some wealth management insights that were uncovered using Tableau and guides an organisation on how to use a data visualisation effectively.