Wealth overview
The practice at a glance: assets, households, revenue and what needs attention.
Assets under management, revenue, household count and the items requiring action. It is the first screen of the day for an advisor.
Attention items are ranked by consequence: a compliance deadline, a household drifted outside its policy, a fee run awaiting review.
Where everything sits
How to work this page
Assets rising while revenue is flat means the mix is shifting toward lower rate households or held-away assets.
Compliance first, then drift, then billing. The order reflects what is expensive to get wrong.
Contributions less withdrawals, separated from market movement. Market movement is not a business result and mixing them hides whether the practice is growing.
Contact cadence is a service commitment and the gaps are visible here before a client notices.
On a phone
Every figure from the desktop appears here, stacked rather than reduced. Tables scroll inside themselves so the page never moves sideways, and figures keep their separators and their alignment at every width.
Questions people actually ask
Shown separately where recorded. They usually do not bill, so blending them overstates the revenue base.
From the last custodial file, with its date shown. Nothing is presented as live when it is a prior day close.