Wealth Advisor Client Portfolio Dashboard

This wealth firm's advisors were toggling between four separate systems to assemble the portfolio performance, benchmark comparisons and rebalancing alerts they needed for each client meeting, which ate into prep time and introduced inconsistency. We delivered an advisor dashboard that opens with a personalised greeting and shows portfolio performance against benchmark, current asset allocation, live rebalancing alerts, watchlist positions and a full client account summary in one view. Navigation spans Portfolios, Clients, Performance, Estate Planning and Reports, reflecting the breadth of the advisory relationship rather than just transactional data. Every chart was designed to translate directly into a client-facing conversation, with annotation layers so advisors can attach commentary before printing or presenting.