Wealth Management Dashboard

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.

See Live Dashboard

This sample dashboard is built using FusionCharts Suite XT, which needs a license for commercial use.

Features:

  • 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.

Technologies used:

  • VueJS
  • Bootstrap

Products from FusionCharts Suite used:

  • FusionCharts XT
  • FusionMaps XT

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Want to use this dashboard in your products or internal applications?

We would love to help you integrate this dashboard with your internal projects or products. Talk to our customer success team and get started now!