Dashboard
Overview of your advisory practice
Assets Under Management
$284.5M
+2.1%
Active Households
127
+3 this month
Pending Reviews
4
2 urgent
YTD Performance
+8.3%
vs +7.1% benchmark
Recent Activity
Portfolio review completed
Henderson Family
New meeting scheduled
Patel Household
Trade executed
Williams Family
Tax document uploaded
Yamamoto Trust
Upcoming This Week
Calendar integration coming soon