Wealth Management Dashboard
Manage wealth better by tracking the performance of financial assets. Our wealth management dashboard helps you track the distribution of assets by state, region, top advisors, time and product. Based on the data, other metrics that could be tracked are sales, revenue, new net money and many more. The performance can be compared over different time periods like a month, a quarter or a year.
- Track the performance of different financial assets.
- Understand the distribution of assets by a different state, region, product etc.
- Ability to see the performance of a specific state, financial advisor, region etc.
- Monitor the growth compared to the previous month, quarter and year.
Products from FusionCharts Suite used:
- FusionCharts XT
- FusionMaps XT
Need consulting or development of custom dashboards?
At FusionCharts, we’ve been building data visualization products for 16+ years. With a team of ~100 people, we’re well equipped to help you convert all your data into meaningful dashboards.
Be it consulting on how to design effective dashboards, or end-to-end development of dashboards for your products or internal use, we would love to talk to you!