Wealth Management Dashboard
Total AUM
$10.5B
+12.8% YoY growth
HNI Clients
1,395
+85 new this quarter
Avg Portfolio Return
16.2%
+2.4% vs benchmark
Client Satisfaction
9.4/10
92% would recommend
Asset Allocation Overview
Total AUM distribution across asset classes
Growth Trends
AUM, client acquisition, and revenue growth