Good morning, James 👋
Here's your financial advisory overview.
Total Clients
128
+8 this month
Total Investments
$2.4M
+5.2%
this month
Portfolio Growth
+7.8%
This year
Tasks
12
4 pending
Portfolio Performance
$2.4M
+7.8%
Tasks
View all
Review John's portfolio
Apr 17
High
Call Sarah about investment plan
Apr 17
Medium
Prepare David's report
Apr 18
Medium
Schedule Emma's meeting
Apr 20
Low
Recent Clients
View all
| Client | Portfolio Value | Status | Last Activity |
|---|---|---|---|
|
JS
John Smith
|
$125,000 | Active | Apr 15, 2026 |
|
SJ
Sarah James
|
$84,500 | Active | Apr 14, 2026 |
|
DB
David Brown
|
$210,000 | Review | Apr 12, 2026 |
|
EW
Emma Wilson
|
$65,200 | Active | Apr 10, 2026 |
Today's Schedule
View all
09:00 AM
Portfolio Review
John Smith
11:30 AM
Investment Discussion
Sarah James
02:00 PM
Client Meeting
David Brown
04:30 PM
Plan Review
Emma Wilson