Dashboard
Welcome back, here's a look at your business.
Total AUM
$1,250,430.00
+5.2% from last month
Active Clients
73
+3 since last month
Portfolio Growth
+12.8%
YTD
Avg. Risk Profile
Moderate
Balanced across clients
Portfolio Performance
Recent Activity
Recent trades and transactions.
Jane Smith
Sold 10 shares of AAPL
+$1950.40
John Doe
Bought 5 shares of GOOGL
$8500.00
Susan Williams
Dividend payment from MSFT
+$350.75
Upcoming Meetings
Your scheduled client meetings.
J
John Doe
Q3 Portfolio Review
2024-08-0110:00 AM
J
Jane Smith
Retirement Planning
2024-08-052:00 PM
S
Susan Williams
Market Update & Strategy
2024-08-1011:30 AM