AUM
$12.4M
Total assets under management across all client portfolios.
Active Clients
156
Clients with active advisory agreements and managed accounts.
Reviews Due
8
Quarterly and annual reviews scheduled within the next 30 days.
Revenue YTD
$892K
Year-to-date advisory fees, commissions, and planning revenue.
Portfolio Tracker
Monitor asset allocation, performance, and rebalancing triggers across every client portfolio.
Open Client Reviews
Schedule, prepare, and document quarterly and annual client review meetings.
Open Risk Assessment
Score portfolio risk exposure, stress-test scenarios, and flag concentration issues.
Open Revenue Dashboard
Track advisory fees, AUM-based revenue, planning income, and commission breakdowns.
Open Compliance Monitor
Stay on top of regulatory filings, disclosure deadlines, and audit trail documentation.
Open Fee Calculator
Model advisory fees across AUM tiers, flat-fee plans, hourly rates, and blended billing structures.
Open Rebalancing Engine
Automated drift detection and rebalancing recommendations based on target allocations and thresholds.
Open Tax Harvester
Identify tax-loss harvesting opportunities across portfolios while respecting wash-sale rules.
Open Onboarding Flow
Guided new-client onboarding with KYC collection, risk profiling, IPS generation, and account setup.
Open Meeting Prep
Auto-generate client review agendas with portfolio summary, performance attribution, and action items.
Open Performance Reports
Generate branded client performance reports with benchmarks, attribution, and commentary.
Open Benchmark Tracker
Track portfolio performance against customizable benchmark composites and peer groups.
Open Client Alerts
Automated alerts for large withdrawals, allocation drift, life events, and review reminders.
Open Goal Planner
Monte Carlo simulations and goal-based planning for retirement, education, and major purchases.
Open Document Vault
Encrypted storage for client agreements, tax returns, estate docs, and compliance filings.
Open Succession Planner
Model practice succession scenarios, book valuation, client transition timelines, and continuity plans.
Open Market Scanner
Real-time market data, sector rotation signals, economic indicators, and news affecting client holdings.
Open Billing Manager
Invoice generation, fee debit scheduling, accounts receivable tracking, and payment reconciliation.
Open Practice Analytics
Firm-wide KPIs: AUM growth, client retention, revenue per advisor, and capacity utilization.
Open