💼 Portfolio Demo: Advisor Dashboard
Welcome back, Advisor
Here's what's happening with your practice today
Total AUM
$6.8M
+12.3% YTD
Active Clients
5
Household accounts
Pending Tasks
4
2 high priority
Alerts
4
Requires attention
AUM Growth (12 Months)
Client Overview
John Anderson
1 alertAUM: $1248K
+12.89% YTD
Last contact: 2 days ago
Sarah Mitchell
AUM: $892K
+15.42% YTD
Last contact: 1 week ago
Robert Chen
2 alertsAUM: $2146K
+10.23% YTD
Last contact: 3 days ago
Emily Rodriguez
1 alertAUM: $646K
+13.67% YTD
Last contact: 5 days ago
Michael Brown
AUM: $1823K
+11.89% YTD
Last contact: 1 day ago
Tasks
Prepare Q4 reports for 12 clients
Today
Follow up with Robert Chen on tax strategy
Tomorrow
Review portfolio allocation for Emily Rodriguez
Dec 20
Schedule annual reviews (5 clients)
This week
Recent Activity
John Anderson
Portfolio rebalance completed
2 hours ago
Robert Chen
Quarterly review scheduled
5 hours ago
Emily Rodriguez
Document signature required
1 day ago
Sarah Mitchell
New deposit: $50,000
2 days ago