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 Get a license of FusionCharts

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

Key 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.
FusionCharts products used
Technologies used

How to get started with this dashboard

Environment Setup
  1. Make sure you have Node JS >= 8.10 and npm >= 5.6
Project Files Setup
  1. Create a folder and extract the zip
  2. Navigate to the extracted folder and install the dependencies npm install or npm i
  3. To start the server npm run serve
  4. Open URL http://localhost:8081/qa/dashboards/wealth-management-dashboard/ into browser

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