Financial Dashboard
Assets Under Management
$1.24B
12.5% since last month
Active Clients
842
8.3% since last month
Portfolio Performance
+9.7%
2.3% above benchmark
Compliance Score
98.2%
1.5% since last audit
Recent Transactions
| Client | Type | Amount | Date | Status | Actions |
|---|---|---|---|---|---|
| Johnson Family Trust | Investment | $250,000 | May 28, 2025 | Completed | |
| Smith Retirement Fund | Withdrawal | $75,000 | May 27, 2025 | Completed | |
| Williams Corp. Pension | Rebalance | $1,200,000 | May 26, 2025 | Processing | |
| Garcia Family Office | Investment | $500,000 | May 25, 2025 | Completed | |
| Chen Ventures LLC | Withdrawal | $125,000 | May 24, 2025 | Rejected |